One Source Financial Group Inc

One Source Financial Group Inc, located in Suffield, CT, is dedicated to helping clients navigate their financial futures through personalized wealth management strategies. With over 30 years of expertise, the firm offers a range of services including investment management, retirement planning, and insurance programs tailored to individual and business needs. As a wholly owned subsidiary of StoneX Group Inc, One Source provides access to a wide selection of investment products and reliable wealth advisors. The firm emphasizes building strong relationships and delivering best-in-class service to support clients in achieving their financial goals. Generated from the website

The Northwestern Group Brokerage firm in West Hartford, CT, is conveniently situated in the Town Center shops near the West Hartford Center Green. Specializing in risk management products, the firm offers comprehensive solutions for personal, retirement, estate, and business needs. With a focus on providing tailored products and services, Northwestern Mutual Life Insurance helps clients navigate the complexities of financial planning with expertise and care. Whether individuals seek to protect their assets or plan for the future, this firm offers a range of solutions to meet diverse needs. Generated from their available business information

For more than two decades and counting, Mercer Advisors has been proud to call Connecticut home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Institutional-grade investing: Our approach is backed by decades of research and market analysis, representing the best practices of today’s institutional investment community. Tax efficiency: Minimizing taxes is essential to protecting your lifestyle and legacy. Proactive tax strategy is an integral part of our process.