Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet you financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
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.
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.
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.
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.
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.
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.
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.