Shore Financial Group

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.

Creative Funding Corporation is an independently owned wealth management company based in Bloomfield, Connecticut, focused on helping clients achieve their unique financial goals through tailored investment consulting. Established in 1985, the firm prioritizes offering high-quality institutional investments with a commitment to minimizing risk for more conservative investors. The company emphasizes personalized wealth management, ensuring clients receive the best advice and services at competitive prices. Their dedicated team provides ongoing support and guidance, reinforcing their mission to protect clients' wealth and assets while addressing all concerns, no matter how small. Generated from the website