Financial Services

Flagship Financial Partners
Business Genre:
Long Business Description:

Flagship Financial Partners is a group of advisors and educators that help individuals and businesses navigate through life. We are licensed advisors throughout the state of CT and help people in many different areas including; healthcare planning and Medicare planning, short term and long term care planning, estate planning, financial/income planning, life insurance, tax free planning, social security planning, property and casualty, and benefit coordination. We are brokers representing over 150 of the top carriers throughout the country.

We believe that knowledge is power. We always start by educating and raising awareness in the subject matter. We believe the more information people know, the better they can plan. We are also strong believers that there is no “One size fit all” solution when it comes to retirement planning. These types of plans need to be tailored to the individual(s). Everyone has different concerns, goals, and situations. Our goal is to raise awareness in many different financial/insurance areas so people can make informed decisions and have the best plans put in place for their specific situation. We build relationships with our clients and review any plans put in place at least on an annual basis, if not more frequently. We understand that life changes. As you go through those changes we want to be there to help your plans always stay up to date and reflect the phase of life you are currently facing.

Jake Sutfin
Managing Partner
6 Research Drive
Shelton, CT 06484

Business Website Address: https://ffpct.com/
Business Phone Number: 203-927-5784
Business Contact Email: jsutfin@ffpct.com
Freedom Mortgage
Long Business Description:

Now is a great time to think about buying a home because interest rates continue to be at historic lows. Whether you are buying your first house or relocating to a new home, you may have questions. As an experienced residential lender, Freedom Mortgage is here to help. Call Freedom Mortgage to help you achieve your dream of owning your own home.

Contact: Mary Beth Bain
93 Broad St, Middletown, CT  06457
NMLS ID: 12601

Business Website Address: www.freedommortgage.com/app/mary-bain
Business Phone Number: 860-344-1406
Business Contact Email: mary.bain@freedommortgage.com
Business Fax: 888-875-1794
Guilford Savings Bank
Long Business Description:

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.

Andrew Stephens

NMLS# 1725719

494 Old Toll Road, Madison, CT 06443

Guilford Savings Bank is a Gold Sponsor of NHMR

Business Website Address: https://www.gsb-yourbank.com/
Business Phone Number: 203-458-5496
Business Contact Email: AStephens@gsbyourbank.com
Home Bridge Financial Services
Long Business Description:

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

Business Website Address: www.homebridge.com/marion
Business Phone Number: 203-768-5098
Business Contact Email: mszarzynski@homebridge.com
Business Fax: 203-702-5168
KeyBank
Long Business Description:

Relationships matter, that’s why our clients get the best mortgage rates in town. When you buy or refinance a home with KeyBank, you’ll understand the details and have all your questions answered by professionals who make sure you close with confidence, knowing that your loan fits your needs.

David Baker
195 Church St
New Haven, CT  06510

Business Website Address: https://www.key.com
Business Phone Number: 203-871-8611
Business Contact Email: david_baker@keybank.com
Loss Mit Services
Business Genre: ,
Long Business Description:

Sean Wilder and the Loss Mit Services Team are a licensed Debt Negotiator in CT focused exclusively on Short Sale Negotiations.

Working with our real estate partners, Loss Mit Services has successfully closed well over 1,300 short sales in CT since 2008.

Loss Mit Services
1 Hartfield Blvd Suite 204
East Windsor, CT 06088

Business Website Address: Loss Mit Services Website
Business Phone Number: 860-265-3727
Business Contact Email: sean@ctlms.com
Business Fax: 888-977-1146
People’s United Bank
Long Business Description:

From Randy Thomas: Selecting an experienced Mortgage Officer is just as important as what bank qualifies to be your financial partner. My goal is to earn your confidence and become your trusted mortgage advisor for years to come. I promise to take the complexity and the confusion out of applying for a mortgage by explaining your choices to you in plain terms and work closely with you to find a financing solution that perfectly fits your needs.

Business Website Address: https://www.peoples.com/
Business Phone Number: 203-214-4107
Business Contact Email: Randolph.Thomas@peoples.com
Business Genre:
Long Business Description:

From Scott Nelson: Since beginning my career in 1999, I’ve been committed to helping select individuals and families effectively manage the financial domain of their lives to pursue their short & long term life goals, work toward and maintain financial security, and experience the confidence that comes with developing and executing a sound financial strategy.
My approach to wealth management for my clients integrates these core tenets:
-Strategic Planning: A discovery approach to clarify and prioritize goals leading to developing a financial plan and tailored investment strategy to achieve those goals.
-A Tailored Investment Approach: Based on a tailored investment strategy, a risk management and asset allocation framework, and leveraging best-in-class global resources to manage client portfolios.
-A Focus on Service: Providing a higher level of service to a smaller, select number of clients; ongoing education and guidance; frequent communication of timely, relevant, actionable information; and prompt responsiveness.
-Continuous Improvement: I am committed to continuously expand my knowledge and expertise to provide my clients the best thinking and solutions available to meet their needs in increasingly complex and ever-changing market conditions. I integrate experience and expertise garnered from working directly with my clients with select industry education & training, included in my certification below.

While I have the capabilities and resources to meet the broad-based needs of my clients. I am particularly adept at providing these services: Small Business Healthcare and Retirement Planning, Wealth Accumulation & Distribution, Portfolio Management, Financial Planning and Retirement Planning.

I welcome the opportunity to meet with you to learn about your unique situation and explore whether I can be of benefit to you. Please feel free to contact me at (860) 680-1708 or scott.nelson@lpl.com.

Business Phone Number: 860-680-1708
Business Contact Email: scott.nelson@lpl.com
Business Fax: 617-379-0244

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