Jim Coleman Agent with Family First Life

New York Life Insurance, situated in Windsor, CT, is dedicated to helping individuals achieve their long-term financial objectives through tailored planning and professional guidance. With a range of services including insurance and financial products, their agents are equipped to assist clients in mapping out effective strategies to meet personal financial goals. As a licensed agent and Registered Representative, Robert A. Shoneck Jr. provides expert resources and insights to help clients navigate their financial journeys. The company emphasizes the importance of proactive financial management, empowering clients to take control of their day-to-day finances and prepare for future expenses. Generated from the website

WealthShape is a financial advisory firm based in Windsor, CT, offering customized financial planning and investment management services. With a commitment to acting as fiduciaries, they prioritize their clients' best interests by recommending investments that are tailored to their unique situations and never accepting commissions. Driven by empirical evidence and over 90 years of financial science, WealthShape specializes in applying academic research to create intelligent investment portfolios that optimize risk and return. They believe in ongoing, objective financial planning as a process for continuous improvement, providing clients with comprehensive access to their investments, goals, and progress in one secure location.Generated from the website

At Bolton Financial LLC, we sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that’s one of the reasons Araba Bolton created this firm...