Banks & Credit Unions in Cos Cob, CT

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Bank Branches and ATMs in Cos Cob, CT

Bank of America ATM
Location 162 E Putnam Ave, Cos Cob, CT 06807, USA
Phone (844) 401-8500
Language https://locators.bankofamerica.com/ct/coscob/financial-centers-cos-cob-13224.html?utm_source=GMBlisting&utm_medium=organic
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Citibank ATM
5 out of 5
Location 453 E Putnam Ave, Cos Cob, CT 06807, USA
Phone (800) 627-3999
Language https://online.citi.com/
Directions
The First Bank of Greenwich
4 out of 5
Location 444 E Putnam Ave, Cos Cob, CT 06807, USA
Phone (203) 629-8400
Language https://www.greenwichfirst.com/
Directions
Bank of New York Mellon
5 out of 5
Location 10 Mason St, Greenwich, CT 06830, USA
Phone (203) 869-3000
Directions
Webster Bank
4 out of 5
Location 85 Mason St, Greenwich, CT 06830, USA
Phone (203) 869-0753
Language https://public.websteronline.com/location/85-mason-st-greenwich-ct?utm_source=google&utm_medium=Yext
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Members Credit Union
4 out of 5
Location 126 E Putnam Ave, Cos Cob, CT 06807, USA
Phone (203) 622-6050
Language https://www.memberscu.coop/
Directions
Wells Fargo Bank
3 out of 5
Location 137 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 742-5809
Language https://www.wellsfargo.com/locator/bank/137__W__PUTNAM__AVE_GREENWICH_CT_06830/?utm_campaign=Local_Listings&utm_source=Google&group=Community_Bank&loc=AC11870
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Banks in Cos Cob, CT

Where Cos Cob, CT Banks & Credit Unions Serve

Cos Cob, CT is a charming town located in Fairfield County, known for its rich history and picturesque landscapes. The town boasts several landmarks, including the historic Bush-Holley House, which is now a museum showcasing the town's art and culture. Another notable landmark is the Cos Cob Power Plant, a former electrical power station that now serves as a community center. Top employers in the area include Greenwich Hospital, the Greenwich Public School District, and several financial services companies such as Bridgewater Associates and Tudor Investment Corporation. The town is conveniently located near major highways, including Interstate 95 and the Merritt Parkway, providing easy access to nearby cities such as Stamford and New York City. Cos Cob is divided into several neighborhoods, each with its own unique character. The Cos Cob Harbor area is a popular spot for boating and fishing, while the North Mianus neighborhood is known for its excellent schools and family-friendly community.

Cos Cob, CT Banking Related Services

Insurance Broker

Residents of Cos Cob, CT can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized insurance solutions for individuals and families living in the area. With its close proximity to the coast, residents of Cos Cob may be at a higher risk for flood or hurricane damage, making it essential to have the right insurance coverage. An insurance broker can help residents navigate the complex insurance market and find policies that provide the right level of protection for their unique needs. Additionally, an insurance broker can help residents save money by finding policies with lower premiums or bundling multiple policies together for a discounted rate. Overall, an insurance broker can be a valuable resource for residents of Cos Cob, CT looking to protect their homes, assets, and loved ones.

Retirement Planning

Residents of Cos Cob, CT can greatly benefit from the guidance of a retirement planner. With its high cost of living and affluent population, Cos Cob presents unique financial challenges for those planning for retirement. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, as well as provide advice on investment strategies and tax planning. Additionally, a retirement planner can help Cos Cob residents plan for unexpected expenses, such as healthcare costs or long-term care needs. With their expertise and personalized approach, a retirement planner can help ensure that residents of Cos Cob, CT are able to enjoy a comfortable retirement without financial stress.

Wealth Management

Residents of Cos Cob, CT would greatly benefit from the guidance of a wealth manager in several ways. For instance, a wealth manager can help them with tax planning, investment management, and retirement planning. Specifically, residents of Cos Cob, CT, which is known for its high standard of living, may need assistance with estate planning due to the area's high property values and large estates. A wealth manager can help them navigate the complex tax laws surrounding estate planning and ensure that their assets are distributed according to their wishes. Additionally, a wealth manager can help residents of Cos Cob, CT make informed investment decisions that align with their financial goals and risk tolerance. With the help of a wealth manager, residents can achieve financial security and peace of mind for themselves and their families.

Financial Advisor

Residents of Cos Cob, CT could benefit from the guidance of a financial advisor in several ways. For one, a financial advisor could help them create a budget and prioritize their spending, which is especially important in an affluent community like Cos Cob. Additionally, a financial advisor could assist residents in planning for retirement, setting up college savings plans for their children, and investing wisely. With the high cost of living in Fairfield County, it's crucial for residents to make informed financial decisions. A financial advisor could also help Cos Cob residents navigate the complex tax laws and regulations in Connecticut, ensuring they are maximizing their deductions and minimizing their tax liability. Overall, a financial advisor could provide valuable guidance to help Cos Cob residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Cos Cob, CT can greatly benefit from the expertise of a mortgage loan officer. These professionals can help residents secure financing for their dream homes or refinance their current mortgages to save money. With its picturesque setting along the Mianus River, Cos Cob is a highly desirable place to live, but home prices can be steep. A mortgage loan officer can assist residents in finding the best loan options for their unique financial situation, whether that be a conventional loan or a government-backed loan like an FHA or VA loan. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, a mortgage loan officer can provide guidance on how to navigate the current market and find the best rates available.

Tax Services

Residents of Cos Cob, CT could benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor could help them navigate the complex tax laws and regulations that apply to the state of Connecticut. This is particularly important for Cos Cob residents, who may be subject to different tax rates and deductions than residents of other parts of the state. Additionally, a tax advisor could help Cos Cob residents identify tax credits and deductions that they may be eligible for, such as those related to home ownership or charitable giving. With the help of a tax advisor, residents of Cos Cob can ensure that they are maximizing their tax savings and minimizing their liabilities, allowing them to keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Cos Cob, CT can benefit greatly 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 includes a will, trust, and power of attorney. This can ensure that a person's assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. In addition, an estate planning lawyer can provide guidance on tax planning, asset protection, and healthcare directives. Cos Cob, CT is a tight-knit community with many families who have lived in the area for generations. An estate planning lawyer can help ensure that their legacy is protected and passed down to future generations.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs

Cos Cob, CT is a bustling town that offers a range of banking services to its residents. From traditional checking and savings accounts to investment options, the banks in this area have it all. One specific service that stands out in this community is the availability of mobile banking. With the fast-paced lifestyle of Cos Cob residents, mobile banking allows for quick and convenient access to account information, bill pay, and money transfers. Additionally, many banks in this area offer personalized financial planning services, helping clients to achieve their long-term financial goals. With such a diverse range of banking services available, it's no wonder that Cos Cob residents trust their local banks to manage their finances with expertise and care.

Cos Cob, CT is undoubtedly the best place to avail banking services due to its exceptional financial infrastructure. The town boasts a plethora of banking institutions that offer a wide range of services to cater to the diverse needs of its residents. What sets Cos Cob apart from other towns is its unique location, situated at the intersection of two major highways, making it easily accessible for customers from all over Connecticut. Additionally, the banks in Cos Cob are known for their cutting-edge technology and innovative financial products that provide customers with unparalleled convenience and flexibility. Furthermore, the town's banking institutions have a reputation for providing exceptional customer service, with knowledgeable and experienced staff who are always ready to assist customers with their financial needs. In conclusion, Cos Cob's exceptional financial infrastructure, convenient location, innovative financial products, and exceptional customer service make it the ideal place to avail banking services.