The Connecticut Institute of Finance in Bridgeport, CT is a tax preparation and financial planning firm that offers a range of services including retirement planning, education planning, estate planning, insurance, tax planning, and special services such as business and personal coaching. Committed to providing comprehensive financial solutions, they prioritize the wellbeing of both clients and staff by offering in-person or virtual appointments, adhering to COVID-19 safety protocols, and ensuring a sanitized office environment.
With a focus on educating clients about financial management concepts and helping them pursue their financial goals, the Connecticut Institute of Finance aims to empower individuals to make informed decisions about insurance, investing, retirement, estate planning, and wealth preservation. Their team of skilled professionals is dedicated to providing valuable insights, market performance data, and personalized guidance to support clients in achieving long-term financial success.
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