Financial Security Group Inc

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.

De Lorenzo Financial Planning is a reputable financial planning firm based in Newburgh, NY, offering comprehensive services to individuals and businesses. They are affiliated with the Hudson Valley Estate Planning Council and provide expert advice on estate planning, retirement planning, long-term care insurance, and more. With a team of experienced professionals, De Lorenzo Financial Planning is dedicated to helping clients navigate the complexities of financial planning, including recent changes in estate tax laws. They offer educational programs like Estate Planning Day, where attendees can learn about important topics such as social security, medicare, and planned giving. Seating for their events is limited, so early reservation is encouraged.Generated from the website

Our services include investment recommendations, asset management, retirement planning, long term care insurance, income tax preparation and related services.