Principle Wealth Partners

East Shore Financial Services is a financial consulting firm based in Madison, CT, offering a range of services to individuals and businesses seeking financial guidance. With a focus on personalized solutions, the company assists clients in navigating various financial matters. Specializing in investment planning, retirement strategies, and wealth management, East Shore Financial Services strives to help clients achieve their financial goals through tailored advice and expertise. The firm aims to provide comprehensive financial services to support clients in making informed decisions for their financial well-being. Generated from their business information

Essex Financial Advisors LLC, through its affiliate Essex Savings Bank, has been a trusted financial institution since 1851, providing a wide range of banking, trust, and investment services tailored to individuals and businesses. Recognized by Bauer Financial for its consistent quality, the bank emphasizes long-term relationships and community investment, reinvesting up to 10% of its after-tax net income back into the local area. Offering modern conveniences such as online banking and the award-winning Greenlight app for families, Essex Savings Bank caters to diverse financial needs with personal and business banking solutions. With a commitment to fostering community growth and prudent capital management, Essex Financial Advisors LLC stands as a safe financial harbor in the region. Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.