Financial



Charles Schwab
Welcome to a modern approach. Invest based on your goals, personal planning and automated investing.
869 Boson Post Road
Madison
(203) 245-6137
Cooperative Funeral Fund
Cooperative Funeral Fund, Inc. is a full service preneed and cemetery care fund management company in business exclusively for the death care industry. SEC registered*, Cooperative Funeral Fund (CFF) manages the investment, accounting, compliance, and payout of death care trust accounts.
74 Boston Post Road
Madison
(203) 245-3660
East Shore Mortgage Services, LLC
Over 20 years in the mortgage industry, Scott is a seasoned professional who knows the intricacies of the ways to get you approved for a mortgage.
707 Main Street
Branford
(203) 693-8002
Edward Jones – Whitfield Street
71 Whitfield Street
Guilford
2034582185
Elaine Reitman, CFP
Independent financial planner offering financial planning, tax services and personal money management.
25 Pheasant Drive
Madison
(203) 915-4974
Elliott Wealth Management, LLC
A full-service financial firm committed to helping people pursue their financial goals.   We offer a wide range of financial products and services to individuals and business owners.
86 Bradley Road
Madison
(203) 427-8718
Essex Savings Bank
FDIC insured, state chartered, mutual savings bank established in 1851. The Bank serves the Connecticut River Valley and shoreline with six offices in Essex, Chester, Madison, Old Lyme and Old Saybrook providing Trust services and personal and business banking.
99 Durham Road
Madison
(203) 318-8611
First Financial Planners
We strive to help you positively impact your Circle of Wealth by better protecting, preserving and expanding it with sound financial plans.
23 Woodland Road
Madison
203-245-0017
Guaranteed Rate
National Retail Mortgage Lender. Residential purchase and refinance loans.  Licensed in all 50 states.  Over 20 billion in funded loan year to date for 2016.  95% in customer satisfaction.
762 Boston Post Road
Madison
(203) 641-8287
Guilford Savings Bank
Financial products that fit your lifestyle. Banking has never been so convenient.
634 Boston Post Road
Madison
(203) 318-1875
Home Grown Mortgage
HomeGrown Mortgage is a Residential Mortgage Brokerage performing purchase and refinance loans.
121 Samson Rock Drive
Madison
203-779-6700
JP Morgan Chase
We’re proud to serve nearly half of America’s households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
634 Boston Post Road
Madison
203.215.1942
Key Bank
Personal, private, business and corporate banking, loan, investment and insurance.
724 Boston Post Road
Madison
(203) 245-7355
Liberty Bank
Liberty Bank for you, your business, future, education and your community.
859 Boston Post Road
Madison
(203) 318-3002
Madison Financial Planning
Dedicated to developing multi-generational relationships that are built on personal attention and an understanding of our client’s fiscal goals and lifestyle aspirations.
206 Boston Post Road
Madison
(203) 245-3131
Mason, DiMarco & Shaw, C.P.A.
We work hard to save you taxes, ensure compliance to avoid costly errors, and help you free up your time so you can focus on what you do best.
141 Durham Road, Suite 14
Madison
(203) 245-9264
Merrill Lynch – Madison Branch
The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill Lynch, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
71 Bradley Road
Madison
(203) 318-3700
Michael Raymo
Loan officer with Mortgage Master
703 Hebron Avenue Suite D
Glastonbury
(508)463-5956
Morgan Stanley
Strive to earn the trust and help achieve the goals of many individuals, families and institutions in Connecticut. With a full suite of services, we look to deliver the resources that can best accomplish each client’s unique goals.

741 Boston Post Road
Madison
(203) 499-4970
Murphy & Company, LLC
Providing Accounting, Tax, Bookkeeping, Audit and Financial Consulting Services to Closely Held Businesses, Their Owners & Individuals
21 Business Park Drive
Branford
203-208-0572
National Tax and Financial Services
Formerly MJWea & Company, LLC; we continue to provide advice, information and resources that simplify the understanding of tax laws, rulings and regulations to the shoreline and beyond.
869 Boston Post Road
Madison
203-245-6175
People’s United Bank
Personal, small business, commercial and wealth management services.
752 Boston Post Road
Madison
(203) 245-3413
Principle Wealth Partners
Principle Wealth Partners is an independent registered investment advisory firm in Madison.  We provide wealth management and comprehensive financial planning services to individuals, families, and institutions.  Our independence empowers us to provide custom-tailored solutions that are in the best interest of our clients.
670 Boston Post Road
Madison
(203) 318-8892
Reliance Merchant Services, Inc.
318 Boston Post Road, Suite A
Madison
203-438-5961
Shoreline Tax
Shoreline Tax Solutions LLC provides tax services including advice, planning and return preparation for individuals and businesses. Mark Delcavo, founder and owner of STS, is a licensed Enrolled Agent with the Internal Revenue Service and has ten years of experience in taxation policies and income tax procedures.
168 Boston Post Road, Suite 10
Madison
203-779-5601
Ward Kilduff Mortgage
Mortgage company
17 Wall Street
Madison
860-658-7100
Warner Group
Warner Group was founded with the mission of guiding our clients through every aspect of their financial lives. We strive to align your financial tools with short and long-term goals so you can move through life with confidence, understanding and abundance.

As you navigate through the ever-evolving challenges and milestones of life, we are here to serve as a trusted resource for you, your family and your community.
1 Enterprise Drive, Suite 105
Shelton
203-929-2727
Wollacklewitz CPAs, LLC
We are a deep rooted community accounting firm that has been in the Shoreline area for more than 60 years, with offices in Old Saybrook and Madison. Our services include tax, accounting and consulting to businesses, individuals, nonprofits, trusts and estates. Our clients include medical/dental practices, construction firms, restaurants, retailers, manufacturers and distributors.
17 Wall Street, Suite 2
Madison
203-350-4444