Senior Citizen's Guide digital books
Senior Citizen's Guide to Connecticut

Financial Resources in Connecticut

Please refer to the following list of mortgage companies, financial advisors, tax counselors, and other financial resources in Connecticut (including Fairfield, Hartford, New Haven, and parts of Middlesex Counties in Connecticut) that focus on the financial needs of senior citizens (older adults & the elderly).

 

business profileNicolette Petros,
Independent Insurance Producer

860-250-1555

— Final expense coverage helps to save your loved ones a lot of money and stress at the time of your passing. With the high costs of funerals today the last thing anyone wants to think about after losing a loved one is paying and planning final arrangements. Offer peace of mind to both you and your loved ones knowing that these expenses will be taken care of.


Go Direct®
800-333-1795 • www.GoDirect.org
— Seniors can prevent identity theft by switching to direct deposit, which eliminates the risk of stolen checks and forgeries. It's also easier and more convenient than paper checks, because the payment goes straight into your bank account. It's fast, easy and free to switch to direct deposit.

Internal Revenue Service
135 High Street • 1-800-829-1040 • www.irs.ustreas.gov
Tax Counseling for the Elderly (TCE) and Volunteer Income Tax Assistance (VITA) provide free federal, state, and local income tax assistance for lower income, elderly, disabled taxpayers.

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