Harbor Financial Services LLC

Trumbull Financial Services, LLC, located in Trumbull, CT, was founded by James F. Esposito in 1985. With over 33 years of experience in financial services, Mr. Esposito established the firm to offer expert financial planning services. Specializing in retirement income planning, legacy planning, and tax-free income planning, Trumbull Financial Services caters to clients seeking guarantees for life with 401Ks, SEPs, IRA rollovers, and Roth conversions. The firm also provides services in business and estate preservation, asset protection, long-term retirement planning, and tax-free retirement planning. Generated from their available business information

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.

Alerion Partners is an investment firm based in Darien, CT, that focuses on companies with high growth potential in consumer products, marketing and business services, and targeted media. With a seasoned team of venture capitalists, private equity investors, and industry experts, Alerion is uniquely equipped to help entrepreneurs accelerate their business development and achieve exceptional growth. This firm distinguishes itself by combining financial analysis with an in-depth understanding of markets and consumer behavior, thereby offering a comprehensive perspective on potential investments. Alerion's track record as both entrepreneurs and operators allows them to effectively anticipate and manage challenges faced by growing businesses. Generated from the website