Financial Services

Guilford Savings Bank

Welcome to a bank where technology meets real relationships. At GSB, we know that finding the right loan means financing your dreams. Our online system and experienced lenders give you the flexibility to apply for the loan you want, while providing you with a real person to walk you through the process. What’s more, our online loan status checker lets you keep tabs on your application’s progress 24 hours a day, 7 days a week.

Michael Astorino
NMLS# 665291

Guilford Savings Bank is a Gold Sponsor of NHMR

https://www.gsb-yourbank.com/
(203) 453-2721
MAstorino@gsbyourbank.com
203-458-5476
Aegis Wealth Partners

    Joseph Lombardi’s passion for helping people protect what they have comes from his own life story. Having experienced firsthand the devastating effect that having no disability income insurance, life insurance or long term care had on his extended family, Joe avidly educates his clients on the value of having a strategy in place should the unexpected occur.

In addition to guiding his clients on protecting their income through disability income insurance and long term care insurance, Joe helps small business owners and young families work toward achieving long-term growth using life insurance and various investment vehicles.

AREAS OF PRACTICE

Life Insurance, Disability Income Insurance, Long Term Care Insurance, BUSINESS/CIVIC ACTIVITIES, Junior Achievement

Aegis Wealth Partners is a Platinum Sponsor of the NHMR Young Professionals Network.

 

www.aegiswealthpartners.com/
203-815-3673
JLombardi@aegiswealthpartners.com
203-318-7069
Bankwell Bank

Our Philosophy is Simple: You Deserve to Bank Well.

Contact:
Raymond Michaud
NMLS #452764
Bankwell in Wilton
47 Old Ridgefield Rd
Wilton, CT 06897

http://www.mybankwell.com
(203) 652-6336
RMichaud@mybankwell.com
(203) 761-9662
Home Bridge Financial Services

At HomeBridge, we know we do something very special. We don’t just process transactions or close deals. We help families achieve their dream of home ownership. We help real estate agents and construction professionals build thriving communities and we carefully select associates that we know will create a great place to work.

Our customers at every level within our organization consistently recommend us. Being highly recommended is no accident – we work really hard to satisfy each and every customer.

It is time to continue to differentiate our approach to measuring “success.” We believe our financial stability is a direct result of our fanatical adherence to a core belief system, a culture of integrity in everything we do. We celebrate our team’s unwavering commitment to a simpler process in a complex industry and our “human nature – a desire to delight every customer, every day.”

Contact:
Marion Szarzynski
1960 Silas Deane Hwy, Rocky Hill, CT

www.homebridge.com/marion
203-768-5098
mszarzynski@homebridge.com
203-702-5168
KeyBank

Jason Driscoll
Mortgage Sales Manager, Vice President – Residential Lending
MLO #1034083

I will guide you through every step of the mortgage application process and make it easy for you to focus on what is most important – your home.

If you are getting started and would like to get pre-qualified for a mortgage or see how much you may be able to afford, please contact me directly.

https://www.key.com
203-915-5005
Jason_Driscoll@keybank.com
518-591-4885
National Credit Fixers

National Credit Fixers is a reputable credit repair company that can legally and ethically remove negative items from your credit report, and thereby improve your credit score. Information that is contained in your credit file must be reported according to a law called the Fair Credit Reporting Act (FCRA). If the information isn’t 100% accurate or 100% verifiable then it must be corrected or removed. With less negative information on your credit profile, the result is most often a nice increase in your credit score.

https://nationalcreditfixers.com/
888-623-4937
matt@nationalcreditfixers.com
Northwestern Mutual

For generations, we’ve been helping our clients achieve their financial goals. Whether saving for a first home, college for the kids, more freedom during retirement or all three, comprehensive financial plans and long-term relationships with financial representatives help ensure that our clients meet each of life’s milestones with financial confidence.

We’re committed to making our communities stronger, too. Across the country and in our hometown, our giving and volunteerism are focused on improving education, revitalizing neighborhoods, curing childhood cancer and bringing hope to families fighting the disease.

Contact:
Wenonah Leonetti
555 Long Wharf Drive, Suite 100
New Haven, CT 06511

Areas of Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning

https://www.northwesternmutual.com/
203-513-0059
wenonah.leonetti@nm.com
Retirement Funding Solutions

Retirement Funding Solutions was created to address and solve for one of the most significant challenges facing the Baby Boomer Generation today….Being Financially Prepared for Your Retirement Years.

RFS is committed to educating Retirees and their families on the value of a product that has been created by the US Government during President Reagan’s term in Office.  The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in your home as a means to assist a peaceful and secure transition to one’s retirement years.  Many Financial Advisors are now realizing the value of this product as one of several overall financial planning tools.

The TEAM at RFS is committed to you, and are here to assist you on your timeline…not ours.

Our Commitment to you is that the educational process will be based upon an honest, ethical and open dialogue.  RFS’ goal is to integrate our dialogue into your circle of trusted advisors, whether those be family or a team of financial professionals.

 

Contact:
Renee Gonzalez
57 Plains Rd, 3C
Milford, CT

http://rfslends.com/
203-415-9437
rgonzalez@rfslends.com
203-318-5003
Shore Up Connecticut

Shore Up CT is a state of Connecticut funded low-interest loan program which provides financing for property owners in coastal municipalities located in Flood Zones VE or AE to finance or refinance property elevations. Additional retrofitting for flood protection and wind proofing activities can also be financed.

http://shoreupct.org/
203-910-2446
eharrigan@hdf-ct.org