Financial Planning Financial Planners locations near Morris, CT

Showing 1–10 of 10 results

This page indexes 10 financial planning financial planners listings for Morris, CT, covering 6 ZIP codes. Details on this page were last refreshed Jul 2026.

Santander Bank

📍 6 Federal St, Bristol, CT, 06010

📞 860-584-9450

This Bristol branch of Santander Bank is here to serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. Additionally, our 675-branch network and more than 2,000 ATMs in eight states deliver convenience throughout the Northeast corridor. Member FDIC. Equal Housing Lender.

Northwestern Mutual Rose M Mandly

📍 24 Village Green Dr, Litchfield, CT, 06759

📞 860-567-1170

Updated Jul 2026

LPL Financial

📍 338 Richards Road Ext, Litchfield, CT, 06759

📞 860-283-0224

🌐 lpl.com

Waddell & Reed

📍 174 West St Ste 108, Litchfield, CT, 06759

📞 860-567-1176

🌐 shellevking.wrfa.com

Mackinnon Associates

📍 80 Headquarters Rd, Litchfield, CT, 06759

📞 860-567-4326

Main Street Financial Group

📍 485 Main St Ste 3, Watertown, CT, 06795

📞 860-945-2633

🌐 msfgllc.com

Royal Alliance

📍 92 Bee Brook Rd, Washington Depot, CT, 06794

📞 860-868-6140

🌐 royalalliance.com

Envoy Mortgage

📍 Serving Your Area, Watertown, CT, 06795

📞 860-945-9000

🌐 www.envoymortgagect.com

Welcome to Envoy Mortgage, your local specialist in Conventional, FHA and USDA 100% financing. We service all of Connecticut including Litchfield, New Haven, Fairfield, and Hartford counties. We are committed to offering the best mortgage programs in Connecticut and aspire to be our clients "Lifetime Lender". With our in-house processing, underwriting, closing, and funding, the USDA government loan is by far the best option for those buying in Connecticut.. Apply now and start realizing your dream to home ownership. As the premiere mortgage lender in Connecticut servicing all counties to include Litchfield, New Haven, and Fairfield, you can be confident that Envoy Mortgage has all the loan programs to meet your financial needs. The fact the that we have been delegated as an approved lending institution by the federal housing commissioner further reinforces our ability to offer low fixed interest rates and give you access to federal grant funds as offered in our USDA loan programs. USDA and FHA 203b programs are ideal for first time homebuyers and even those looking to sell their home to purchase another. With no down payment on the USDA and only 3.5% down on the FHA program, more money is retained by you for future needs. If you found that perfect home that is in need of repairs, then our government FHA 203k program is just what you are looking for. Let Envoy Mortgage in Connecticut, servicing all counties including Litchfield, New Haven, and Fairfield, help you purchase or refinance the home with the extra funds needed for the repairs. If you are not in need of a low down payment or repairs to the home, then our standard conventional fixed rate loan is what you are looking for. As a mortgage banker funding loans in-house with our multiple warehouse lines you are assured to receive the lowest rate in the industry. Need a Jumbo loan in excess of $417,000? You’ve come to the right place. Envoy Mortgage servicing Litchfield, New Haven, and Fairfield Counties has millions of dollars set aside just for that purpose. We even have special funds for Fairfield County in excess of $700,000. Purchase a home with minimal down payment at a lower rate than any jumbo loan out there. So whether you are purchasing or refinancing anywhere in Connecticut including Litchfield, New Haven, or Fairfield counties, Envoy Mortgage has the financing for you. APPLY NOW! Going direct will save you both time and money.

Ameriprise Financial

📍 Serving Your Area, Woodbury, CT, 06798

📞 203-267-1444

Updated Jul 2026

Ameriprise Financial

📍 507 E Main St, Torrington, CT, 06790

📞 860-618-0230

🌐 ameriprise.com