Trident Funding Corporation

That’s why at Liberty Wealth Advisors, we create comprehensive, personalized financial plans to help guide you toward your desired destination. Your financial life is complex, and we take pride in coordinating and simplifying the many aspects of developing, managing, and executing your plan. We serve as the central hub to our clients’ entire financial lives, coordinating with external professionals, like lawyers and CPAs, as well as with external advisors, to make sure all aspects of your financial situation are correctly aligned and all working towards achieving the goals that matter most to you and your loved ones. We believe in operating with honesty, transparency, and integrity, and take pride in adhering to the fiduciary standard.

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.