Financial advisor services are not only for the wealthy, and they aren’t one-size-fits-all. You need someone who understands your financial situation and what you want to accomplish with your money. That’s why the Keating Agency Insurance offers the services of a financial advisor for Waterford, Connecticut.
You, likely, have an idea of the type of life you want for yourself and your family. That may include a home, vacations, college for yourself or your children, and, of course, retirement. A Waterford, Connecticut financial advisor can help you identify the best vehicles to help you achieve your goals.
The right financial advisor should be interested in more than selling you a product. The Keating Agency Insurance’s mission statement is:
Our value isn’t in what we sell, but in how and why we recommend it.
We understand the value in protecting what is important to you now, and in the future.
As a financial advisor for Waterford, Connecticut, we integrate your insurance, financial and retirement planning, and tax and estate planning. We help you
- Define what financial success means for you and your family,
- Identify potential roadblocks to your success, and
- Determine the best methods to help you achieve success.
The Keating Agency Insurance has been your local, independent insurance agency for the last 50 years. In that time, you have been more than clients, you are friends. You can trust that when we offer the services of a financial advisor, we have your best interest at heart.