The Connecticut Institute of Finance, located in Shelton, CT, is a tax preparation and financial planning firm that offers a wide range of services including retirement planning, education planning, estate planning, insurance, tax planning, and more. They also provide special services such as business personal coaching, health, Medicare, and long-term care planning, as well as estate and elder law planning. With a team of skilled professionals, they aim to help individuals and businesses pursue their financial goals and provide valuable resources and information through their website.
The Connecticut Institute of Finance is committed to providing excellent service to their clients while ensuring the well-being of their staff. They have recently moved to a new location on 231 Coram Ave in Shelton, CT, but continue to be open for business. They prioritize the safety of their clients and staff by following CT State COVID rules, requiring masks during in-person appointments, and sanitizing their offices regularly. With their expertise and dedication, they strive to help individuals navigate their financial journey and achieve financial success.
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