Francis Omar & Donna

Phil Wieloch Financial is a financial planning firm in Clinton, CT. We offer a wide range of financial services to help you achieve your financial goals. Our services include: * Retirement planning * Risk management * Estate planning * Life insurance * Social security strategies * Cash flow analysis for small business owners * Special needs trusts Our team of experienced financial advisors will work with you to understand your unique needs and goals, and then develop a personalized financial plan that will help you achieve them. We are dedicated to providing you with the knowledge and tools you need to make informed financial decisions.

Warner Insurance Group, located in Shelton, CT, is a full-service insurance agency that has been serving the community for over 40 years. They offer a wide range of insurance products and services, including life, health, disability, annuity, long-term care, investments, managed accounts using no-load mutual funds* and annuities, IRAs, 401Ks, mutual funds, and more. Their experienced and knowledgeable team of professionals can help you find the right insurance coverage for your needs and budget. They will also work with you to develop a customized financial plan that will help you reach your goals. Warner Insurance Group is committed to providing their clients with the best possible service.