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).

Agency for Consumer Equity Mortgages
101 Executive Blvd., 1st Floor
Elmsford, NY 10523
800-881-2954
www.ConsumerEquity.com

— Agency for Consumer Equity Mortgages is locally based and specifically focused on housing and financial needs of NY & CT’s senior homeowners. The president and founder of Agency for Consumer Equity, Mario Martirano, is considered one of the foremost authorities in the Reverse Mortgage Industry. Over the past 11 years, our company has been spotlighted in several local and national media publications.

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.