Personal Finance Companies in Connecticut

Comprehensive list of Connecticut based companies, brokers and consultants offering personal finance services - loans, savings, mortgages, retirement, debts, investments and tax preparation.

Popular Cities

Browse by County

Business Listings

The Savings Bank of Danbury headquartered in Danbury, Connecticut is a complete service community bank established in 1849. With many convenient offices in the greater Danbury and Waterbury areas, Savings Bank of Danbury prides itself on service, local decision-making, close involvement in the community, and personal relationships with individuals and businesses.


Insurance, investments, mortgages, retirement planning - financial decisions are several of the most important but stressful kinds of business and individual life. The Castillo Agency is committed to being your trusted advisor - and working with you every step of the way as you make the decisions which ensure a bright future for yourself, your family and your firm.


These days, a wealth of people are seeking a safe financial haven. They're rediscovering the security and comfort of trusted hometown institutions. You'll find it all right here at Jewett City Savings Bank. We've been servicing the local community since 1873. Thanks to our history of prudent management, we're as financially solid as ever.



Both of the former banks were headquartered in Winsted, Connecticut, and were open since 1860 and 1875 respectively. In the 140 years that the bank has operated, separately and together, it has helped local businesses and residents grow and prosper by delivering safe FDIC-insured deposit products, as well as loans for any worthwhile purpose.


As a mutual institution, we feel we currently have a responsibility to our communities since we're literally their Bank. Our mission commits us to remain an independent community bank delivering quality financial service and products that benefit the people and businesses of the communities we serve. We supply job opportunities to people who want to supply quality service to you.


Capital Planning Consultants is a complete financial planning and investment management consulting company situated in Cromwell, Connecticut. For more than 2 5 years we've been privileged to assist our customers achieve their financial aims. We have been building successful, long lasting, customer relationships by delivering each customer with personalized financial advice that is impartial and objective.


Success in today's dynamic business climate takes more than superior products and services. It requires exceptional client focus and responsive solutions to tomorrow's competitive challenges. SL Financial Services Corporation partners with businesses of all kinds and industries to evolve creative finance solutions that allow them to expand and succeed.


He graduated from Valparaiso University in Indiana with a Bachelor of Science Degree in Business Administration. Nick comes from Ann Arbor Michigan. He has many years of knowledge in the financial services industry. He and his wife Peggy have two girls Lauren and Elaina and a son Christopher. WE are thrilled to have Nicholas join our staff here at CorePlus. said CEO Warren Scholl.


Become a member of Connecticut's biggest community credit union and you could win a 2009 smart fortwo! Certified child passenger safety technicians from the South Windsor and East Hartford Police departments will supply education and hands-on instruction for installing child safety seats.


We are celebrating our 150th Anniversary with our Heritage Checking account. We have been an integral part of the community for over 150 years and are proud of our heritage as a community bank. At Collinsville Savings Society we provide a huge array of services to suit your financial requirements highlighted by our dedication to quality client service.


New Milford Mortgage is dedicated to making the process of buying or refinancing your home as simple and as affordable as possible. We have NO up front costs and provide a FREE Credit Report and consultation. Contact us today to consider our 1st time homebuyer programs. Learn how your credit score affects the interest rate on a new mortgage. Work with someone you can TRUST!


Our Summer Loan is great for those smaller purchases like a new computer, deck furniture or a well deserved vacation. With a fixed rate and payment schedule this loan can easily fit into your budget. Rates are fixed for the life of the loan. Tired of paying high interest car payments? Rates start as low as 4.00% APR and there are no refinancing fees.


At Sterling Lending Group. our philosophy is to establish relationships, and aid lead you through the steps to achieve ONE MORTGAGE - ZERO HEADACHES transaction! Most people have more than one debt. You may have high interest rate credit cards, loans & mortgages. The solution to this problem is debt consolidation.


Creative financing for all kinds of situations. With the strength and portfolio of a Mortgage Lender and a mortgage product menu as diverse as any broker, Credit Works has the best solution for virtually any lending situation that may arise. In other words, Credit Works has a loan for every borrower! Loans for those with past and current credit issues.


Franklin Mortgage, situated in North Haven, Connecticut, is an experienced independent broker that supplies a huge range of loan products that meet your mortgage requirements. We believe in client satisfaction and will find the finest loan product for you. Whether you are building, buying a new home, refinancing, or looking at an investment property anywhere in Connecticut, we can assist.


We assist you get ready for all your back to school shopping! Just use your ECFCU Visa Credit Card - low rate, no annual fee and get Extra Awards! Earn points and redeem them for presents, travel, gift cards and more! Now is a Great Time for Home Improvements! Our Home Equity Line of Credit may have the lowest rate in financing that you need! You can use it for buying a car, education and more!


Turn the home of your dreams into reality. Whether you are buying your 1st home, 2nd home, or vacation property, use this FREE self-aid tool to determine exactly what kind of purchase loan is right for you. Save money by taking advantage of the lowest rates available.


We're complete service financial advisors. Not only will we assist you understand where you have been, by analyzing historical financial information, we'll work closely with you to assist you fulfill your future financial aims. Other company specialties consist of delivering Audits for Applicants of the Connecticut Digital Media & Motion Picture Tax Credit Program and Audits of Employee Benefit Plans.


The Haviland Group is a proud supporter of Hartford's Camp Courant, a summer sanctuary for Hartford's kids. The Haviland Group offers excellence in objective financial counsel. The Haviland Group, a Registered Investment Advisor, is an independent planning and financial advisory company.


Welcome to Shore Financial Group, your single source for all your financial planning requirements. With over 20 years of knowledge and countless satisfied customers, we provide an range of investment planning resources for every personal and business need.