Question 1

What is the company's focus?

Accepted Answer

CT Financial Navigators, LLC is an independent, locally owned financial services firm that provides a highly personalized approach to help clients achieve their unique financial goals, whether that's developing a stable income stream, accumulating wealth, or preparing a legacy.

Question 2

How does the company approach financial planning?

Accepted Answer

The company takes a comprehensive approach to financial planning, working closely with clients to understand their specific needs and objectives. They then develop tailored solutions to help protect, preserve, and grow their clients' assets over time.

Question 3

What services does the company offer?

Accepted Answer

CT Financial Navigators, LLC provides a wide range of financial services, including income planning, investment management, life insurance, retirement planning, and social security maximization. They are committed to educating clients about the products, strategies, and options available to help them achieve their financial goals.

Question 4

What is the company's commitment to its clients?

Accepted Answer

The company is committed to putting the best interests of each individual client first. They are not tied to any particular company or product, allowing them to provide objective and unbiased advice. The firm's founder, Steve, also has the highest respect for his clients and upholds strict ethical standards.

Question 5

How can I request a consultation with the company?

Accepted Answer

Clients can request a complimentary consultation with CT Financial Navigators, LLC by filling out the online form on the website. This provides an opportunity to discuss their financial situation and goals, and explore the solutions the company can offer.

Voyager DB

Contact Research

People Search

Chrome Extension

Integrations

Steve Kelleher & CT Financial Navigators

Company Overview

Company Name

Address

Website

Phone

Approx. Annual Revenue

Employees

Established

About Steve Kelleher & CT Financial Navigators

Business Profile

Ownership (as declared by the business)

About the website

Financial Advisor Companies near Watertown, CT

Frequently Asked Questions about Steve Kelleher & CT Financial Navigators

What is the company's focus?

How does the company approach financial planning?

What services does the company offer?

What is the company's commitment to its clients?

How can I request a consultation with the company?

Categories

Technologies Used

Key Decision Makers