Best Financial Advisors in Naugatuck, CT

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List of Firms

Naugatuck, CT Fiduciary Financial Advisors

Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 1449 Old Waterbury Rd STE 103, Southbury, CT 06488, USA
Phone (203) 264-8881
Language https://www.northwesternmutual.com/financial-professional-locator?address=1449%20Old%20Waterbury%20Rd%20Ste%20103,06488&distance=1&cmpid=LL-Lo3-Search
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Diversified Financial Solution
5 out of 5
Location 21 Maple St, Naugatuck, CT 06770, USA
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Powell Financial Planning and Tax Services
4 out of 5
Location 42 Waterbury Rd, Prospect, CT 06712, USA
Phone (203) 758-5700
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Tax & Investments Strategies
Location 91 Schraffts Dr # 1, Waterbury, CT 06705, USA
Phone (203) 754-8660
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Financial Advisors in Naugatuck, CT

Where Certified Financial Advisors in Naugatuck, CT Serve

Naugatuck, CT is a vibrant and bustling town located in New Haven County, Connecticut. This charming town is home to a plethora of landmarks that make it a must-visit destination for tourists and locals alike. From the iconic Naugatuck Railroad to the scenic Hop Brook Lake, Naugatuck is a town that offers something for everyone. The town is also home to many top employers, including Chemtura Corporation, Naugatuck Public Schools, and Naugatuck Valley Community College. These companies provide job opportunities for the residents of Naugatuck and contribute to the town's thriving economy. Naugatuck is easily accessible by major highways and streets, including Route 8, Route 63, and Route 68. These highways connect Naugatuck to nearby towns and cities, making it easy for residents and visitors to travel to and from the town. Naugatuck is comprised of several unique neighborhoods, each with its own character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Naugatuck, CT can greatly benefit from the guidance of a financial advisor in various ways. One of the most common ways that a financial advisor can help residents of Naugatuck is by providing them with personalized investment strategies that align with their financial goals. Many residents of Naugatuck work in manufacturing and healthcare industries, and a financial advisor can help them navigate the challenges of saving for retirement and managing their investments. Additionally, a financial advisor can help residents of Naugatuck navigate the unique tax laws and regulations of Connecticut, which can be complex and confusing. By working with a financial advisor, residents of Naugatuck can gain peace of mind knowing that their financial future is secure.

Insurance Broker

Residents of Naugatuck, CT can benefit greatly from the services of an insurance broker. With a population of over 31,000 people, there are bound to be many individuals and families who need help navigating the complex world of insurance. An insurance broker can provide personalized advice and guidance on a range of insurance products, including health, life, home, and auto insurance. They can help residents find the right coverage for their unique needs and budget, and can also assist with claims and other issues that may arise. For example, with Naugatuck being located in a flood-prone area, an insurance broker can help residents obtain flood insurance to protect their homes and belongings from potential damage. Overall, an insurance broker can be a valuable resource for Naugatuck residents looking to secure their financial future and protect themselves and their families from unexpected events.

Retirement Planning

Residents of Naugatuck, CT can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a customized retirement plan that takes into account the specific needs and goals of each individual. For example, Naugatuck residents may have unique retirement goals, such as being able to afford a comfortable retirement while still being able to enjoy the town's numerous outdoor recreational activities, like hiking and fishing. A retirement planner can help residents achieve these goals by providing expert advice on investment strategies, tax planning, and other financial planning considerations. Additionally, with the cost of living in Naugatuck being higher than the national average, a retirement planner can help residents navigate the financial challenges of retirement in this area.

Wealth Management

Residents of Naugatuck, CT would benefit from a wealth manager in several ways. Firstly, a wealth manager can help them create a personalized financial plan that takes into account their unique circumstances and goals. This could include saving for retirement, paying for their children's education, or investing in real estate. Secondly, a wealth manager could help them navigate the complexities of the tax code and minimize their tax liabilities. Additionally, a wealth manager could provide guidance on estate planning, ensuring that their assets are distributed according to their wishes. In Naugatuck, CT specifically, a wealth manager could also provide insights into the local real estate market and help residents make informed decisions about buying or selling property in the area. Overall, a wealth manager can provide invaluable support and expertise to help residents of Naugatuck, CT achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Naugatuck, CT would benefit greatly from the expertise of a mortgage loan officer. Specifically, with the town's median home value of $195,000, many residents may require assistance in securing a mortgage for their first home or refinancing their current one. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including determining the best type of loan for their financial situation, finding competitive interest rates, and ensuring all necessary documentation is in order. Additionally, with the town's close proximity to Waterbury and New Haven, a mortgage loan officer can provide valuable insight into the local housing market and help residents make informed decisions about their home financing options.

Tax Services

Residents of Naugatuck, CT can benefit greatly from the expertise of a tax advisor. With the town's median income being higher than the state average, residents may face more complex tax situations that require specialized knowledge. A tax advisor can help residents navigate the intricacies of tax laws and regulations, ensuring they maximize their deductions and credits while minimizing their tax liability. Additionally, Naugatuck is home to many small businesses, and a tax advisor can assist with tax planning, compliance, and other financial matters that can help these businesses thrive. Overall, a tax advisor can provide invaluable assistance to Naugatuck residents in managing their finances and achieving their financial goals.

Estate Planning Lawyer

Residents of Naugatuck, CT can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important for Naugatuck residents, as the town has a growing population of retirees who may have accumulated significant assets over their lifetimes. An estate planning lawyer can also help with other important tasks, such as drafting wills and trusts, establishing powers of attorney, and minimizing tax liabilities. By working with an estate planning lawyer, residents of Naugatuck can gain peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Naugatuck, CT

A financial advisor in Naugatuck, CT can provide a range of financial advising services to assist individuals in achieving their financial goals. These services may include investment planning, retirement planning, estate planning, tax planning, and insurance planning. In Naugatuck, CT, financial advisors may also specialize in advising clients on local investment opportunities, such as investing in the town's growing manufacturing industry or in the real estate market. Furthermore, financial advisors in Naugatuck, CT can help clients navigate the complex tax laws of the state, which may include state income tax, sales tax, and property tax. With their expertise and knowledge, financial advisors in Naugatuck, CT can help clients make informed financial decisions and achieve financial security.

Naugatuck, CT is the ideal place to seek financial advising due to its vibrant and diverse community, bustling economy, and robust financial services industry. The town's strategic location in the heart of Connecticut, with easy access to major highways and airports, makes it a hub for business and commerce. Moreover, Naugatuck boasts a rich history of entrepreneurship and innovation, with many successful businesses and startups calling it home. This thriving economic landscape has attracted a plethora of financial advisors, each with their unique expertise and specialties. From tax planning to investment management, retirement planning to estate planning, Naugatuck offers a wealth of financial resources and services to meet the needs of any individual or business. Whether you're a seasoned investor or just starting to build your financial portfolio, Naugatuck's financial advisors can help you navigate the complexities of the financial world and achieve your financial goals with confidence and ease.