Insurance Services

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
Durango Insurance

CT Home Owners Insurance and more!
You aren’t insuring a house, you are insuring your home; the structure, the yard, your possessions, liability, your investment, and even your pets. The only reason it isn’t called Life Insurance is because that name was already taken. For most people, their home is the center of life, where their family, friends, and neighbors meet. To adequately insure your home is to protect all that you hold dear.

Do we take your homeowners insurance seriously? Absolutely. We are committed to making sure important details of your life and home are covered; and we have the policy options to make that happen for you—all at affordable rates.

Contact:
Fabian Durango
266 Grand Ave, New Haven, CT  06512

durangoagency.com/
203-667-9953
fabian@durangoagency.com
203-487-9626
Liberty Mutual Insurance

Homeowners Insurance coverage protects your home and your possessions against damage or loss from events like fire, theft, storm damage, frozen pipes, and more. It also provides liability coverage for personal injuries sustained by others on your property. Liberty Mutual offers customized Homeowners Insurance coverage designed to fit the needs of you and your family.

At the Liberty Mutual office in Wallingford, trained local agents can help you find the coverage you need, and the discounts you deserve. Our Wallingford office is located two buildings up the hill from Edible Arrangements.

Since 1989 our office has proudly served Wallingford, Cheshire, Meriden, North Haven and New Haven.

Contact Andrew Stephens
Liberty Mutual Insurance
108 Leigus Rd
Wallingford, CT 06492

https://www.libertymutual.com/
203-675-2400
Andrew.Stephens@LibertyMutual.com
203-949-9181
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
Pensky Planning, LLC ~ Solutions for Life’s Uncertanties

LONG-TERM CARE INSURANCE, LIFE INSURANCE AND MEDICARE SUPPLEMENTAL PLANNING

Lynn Pensky is an independent Life and health insurance producer specializing in long term care planning. Known for her straightforward approach, Lynn has helped individuals, businesses and organizations to understand the complexities of planning for long term care and the many options available for financing it. Having strategic alliances with top carriers, Lynn sits down one on one and customizes a plan based on personal needs and circumstances.

While protecting families throughout the Northeast, Lynn consults with certified financial planners, attorneys and Certified Public Accountants to help assure one’s independence and dignity without sacrificing assets of quality of care.

Lynn has contributed to the community as a participant and supporter of the Alzheimer’s Memory Walks, the American Heart and American Cancer Society’s events and fundraisers.

She is licensed to transact business with residents in Connecticut, Massachusetts, Rhode Island and New York and is partnership certified as well.

In her former career Lynn was a middle school teacher in the New Haven, CT public school system. She and her husband Alan live in Hamden with their dog, Nikki.

203-640-9569
lynn@penskyplanning.com
203-287-1767
Tranquist Insurance Group, LLC

OUR INSURANCE SERVICES
Tranquist Insurance Group is an agency provider of commercial and residential insurance for home, auto, life, and business throughout Connecticut.  For decades, clients have been confused about their coverage, frustrated because they do not know what they are paying for, and anxious to protect their most precious assets.  At Tranquist Insurance Group, our clients are our family.  Founded in August, 2014, we pride ourselves on our ability to resolve your reservations, keep you informed, and offer you security, with both convenience and affordability.

Contact: Ashley Tranquist
420 Center St, Fl 1, Wallingford, CT  06492

www.tranquistinsurance.com
203-518-4918 x101
ashley@tranquistinsurance.com
203-518-4916