Wealth Management in Hartford County, CT

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Hartford County, CT Wealth Management Firms

Brook Wealth Management, LLC
SEC File# 801-110418
CRD# 110508
Location 1090 Elm St #102, Rocky Hill, CT 06067, USA
Phone (860) 257-8688
Language http://www.brookwealth.com/
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Greco Wealth Management Group - UBS Financial Services Inc.
Location One State Street Suite 1600, Hartford, CT 06103, USA
Phone (860) 727-4646
Language https://advisors.ubs.com/grecogroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=165977&y_source=1_MjUzMzg1MTMtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Jason Ruimerman - RBC Wealth Management Financial Advisor
Location 20 Church St Suite 2300, Hartford, CT 06103, USA
Phone (860) 241-8682
Language https://us.rbcwealthmanagement.com/jason.ruimerman?utm_source=GMB&utm_medium=Yext
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Wealth Management in Hartford County, CT

Where Wealth Management Advisors in Hartford County, CT Serve

Hartford County, CT is a bustling hub of activity and culture, boasting an array of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Mark Twain House and the stunning Wadsworth Atheneum Museum of Art to the iconic XL Center and the bustling Westfarms Mall, there's something for everyone in this vibrant county. Top employers include Aetna, The Hartford, and United Technologies, while major highways and streets like I-84, I-91, and Route 2 provide easy access to all corners of the region. From the charming neighborhoods of West Hartford and Glastonbury to the bustling downtown area of Hartford itself, there's no shortage of places to explore in Hartford County. Whether you're a history buff, a foodie, or simply looking for a great place to call home, Hartford County is the perfect destination.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hartford County, CT would greatly benefit from the services offered by a bank. With the county being home to a diverse population, ranging from urban areas to rural farmlands, a bank can provide financial assistance to people from all walks of life. For instance, farmers in the county can benefit from loans to purchase equipment and expand their businesses, while urban residents can utilize services such as checking and savings accounts, credit cards, and mortgages to help them manage their finances and achieve their financial goals. Additionally, with Hartford County being a hub for small businesses, banks can offer services such as business loans, merchant services, and payroll processing to help entrepreneurs grow and succeed. Furthermore, banks can also provide financial education and resources to help residents make informed decisions and improve their financial literacy. Overall, a bank can play a crucial role in helping residents of Hartford County, CT achieve financial stability and success.

Insurance Broker

As a resident of Hartford County, CT, there are several ways in which an insurance broker could be of assistance. Firstly, given the county's high population density, an insurance broker could help navigate the complex and often confusing world of health insurance. This is particularly important as Hartford County is home to several large hospitals and medical centers, such as Hartford Hospital and Saint Francis Hospital, which can make selecting the right insurance plan a daunting task. Additionally, with the county's proximity to major highways and transportation hubs, an insurance broker could also provide guidance on auto and home insurance policies, helping residents to find the best coverage and rates for their specific needs. Overall, an insurance broker can provide valuable expertise and support to residents of Hartford County, CT, helping them to navigate the often overwhelming world of insurance with greater ease and confidence.

Retirement Planning

Residents of Hartford County, CT can benefit greatly from the expertise of a retirement planner. With a population of over 890,000 people, Hartford County is one of the most populous counties in Connecticut. The county is home to numerous industries, including healthcare, education, and insurance, which means that residents have a variety of retirement plans to choose from. A retirement planner can help residents navigate these options and choose the best plan for their needs. Additionally, the planner can provide guidance on investment strategies, tax planning, and estate planning. With the cost of living in Hartford County being higher than the national average, it is crucial for residents to have a solid retirement plan in place. A retirement planner can help residents achieve their retirement goals and ensure a secure financial future.

Financial Advisor

Residents of Hartford County, CT could benefit from the expertise of a financial advisor in a multitude of ways. Firstly, the county's population is predominantly made up of working-class individuals who may not have a comprehensive understanding of financial planning. A financial advisor could help them create a budget, manage their debt, and save for retirement. Secondly, Hartford County has a high cost of living, which can make it difficult for residents to save money. A financial advisor could help them identify areas where they could cut expenses and develop a savings plan. Additionally, the county has a diverse economy, with industries such as insurance, healthcare, and manufacturing. A financial advisor could help individuals in these industries navigate the complexities of their compensation packages, including stock options, bonuses, and retirement plans. Overall, a financial advisor could provide valuable guidance and support to residents of Hartford County, CT as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Hartford County, CT can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the current median home value in Hartford County being $244,800, a mortgage loan officer can help residents secure financing to purchase their dream home. Additionally, Hartford County has a diverse population, with a significant number of immigrants. A mortgage loan officer can assist non-native English speakers in navigating the complex mortgage process and ensure they fully understand the terms and conditions of their loan. Furthermore, with the recent economic downturn caused by the COVID-19 pandemic, many residents may be struggling financially. A mortgage loan officer can help residents refinance their mortgage to lower their monthly payments and alleviate financial stress. Overall, a mortgage loan officer can provide invaluable assistance to residents of Hartford County, CT, and help them achieve their homeownership goals.

Tax Services

Residents of Hartford County, CT can benefit from the services of a tax advisor in a multitude of ways. One specific example is the fact that Hartford County has a higher-than-average property tax rate compared to the rest of Connecticut. A tax advisor can assist residents in navigating the complex property tax system and finding ways to potentially reduce their tax burden. Additionally, Hartford County is home to many small businesses, which can greatly benefit from the expertise of a tax advisor in areas such as tax planning, compliance, and deductions. With the constantly changing tax laws and regulations, it can be overwhelming for individuals and businesses to keep up, but a tax advisor can provide valuable guidance and support. Overall, the services of a tax advisor can greatly benefit the residents of Hartford County, CT in navigating the complex tax landscape and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Hartford County, CT can benefit from the expertise of an estate planning lawyer in many ways. One specific aspect unique to Hartford County is the prevalence of historic homes and properties. An estate planning lawyer can help owners of these properties navigate the complexities of passing down a historic home to future generations while also ensuring its preservation. Additionally, an estate planning lawyer can assist with the creation of trusts, wills, and other legal documents to protect assets and ensure they are distributed according to the wishes of the individual. They can also provide guidance on minimizing tax liabilities and avoiding probate court. In a rapidly changing legal landscape, a skilled estate planning lawyer can offer peace of mind and help ensure that the future of one's estate is secure.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services provided by a wealth manager in Hartford County, CT are comprehensive and tailored to meet the unique needs of the client. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The wealth manager in Hartford County, CT has a deep understanding of the local market and can provide valuable insights into the investment opportunities available in the area. The county is home to several large corporations, including Aetna, United Technologies, and The Hartford, which provide significant investment opportunities for high net worth individuals. Additionally, the wealth manager in Hartford County, CT can help clients navigate the complex tax laws in the state, which has some of the highest income and property taxes in the country. With their bursty and complex approach, the wealth manager can provide a comprehensive wealth management plan that takes into account all aspects of the client's financial situation, ensuring that their wealth is protected and grown over time.

Hartford County, CT is undoubtedly the best place to get a wealth manager. This is because the county is home to some of the most reputable and experienced wealth management firms in the entire state. What sets Hartford County apart from other regions is its deep-rooted history in finance and investment management. The county has been a hub for financial services for centuries, with many of the world's largest insurance companies and banks having their headquarters located in Hartford. This has created a highly skilled and knowledgeable workforce, who are well-equipped to handle complex financial situations. In addition, the county's proximity to New York City and Boston provides access to some of the world's top financial experts, making it an ideal location for those seeking expert financial advice. With its rich history, highly skilled workforce, and access to top financial experts, Hartford County is undoubtedly the best place to get a wealth manager.