Phil Wieloch Financial, LLC | CT Insurance for Seniors
Categories
FINANCIAL SERVICES
Hours:
Office: M-F 9:00 AM - 5:00 PM | Outside office hours by appointment
Driving Directions:
Exit 62 or 63 off 95. Conveniently located on Route 1
About Us
Phil Wieloch of Phil Wieloch Financial, LLC has been helping Connecticut individuals and families plan for retirement since 1984. As an independent financial services and insurance firm, we provide personalized guidance in retirement planning, investment management, wealth preservation, 401(k) and IRA rollovers, retirement income strategies, annuities, life insurance, long-term care planning, estate and legacy planning, and inheritance planning.
Through our Medicare division, CT Insurance for Seniors, we help individuals turning 65 and those already enrolled in Medicare understand their options with confidence. We offer free, no-obligation guidance on Medicare Supplement (Medigap), Medicare Advantage, and Prescription Drug Plans while helping clients compare coverage from many leading insurance companies.
Our mission is simple: build lasting relationships through honest advice, education, and personalized service. Whether you're preparing for retirement, protecting your family's future, or navigating Medicare, we're here to help you make informed decisions with confidence. Proudly serving Clinton, Old Saybrook, the Connecticut shoreline, and surrounding communities.
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