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Financial Services and Insurance Solutions in Middletown, CT

In finances and insurance, it’s important to remember that every decision can have far-reaching consequences. One small mistake could cost you or your loved ones a lot of money in the future; that’s why you should think carefully about every decision you make. It would help if you weighed the pros and cons of each option before making a final choice. However, this process can become overwhelming if you don’t have the proper guidance. But someone who understands the complexities of financial and insurance planning can be a reliable guide. Individuals and businesses looking for financial services in Middletown, CT, can turn to the Nesso Group.

At the Nesso Group, we’re committed to providing our clients with exceptional financial and insurance solutions tailored to their needs. Our professionals have a wealth of knowledge and experience in the field. They can give sound advice on anything from legacy planning to investment management. We also offer comprehensive insurance plans to ensure you and your loved ones are taken care of in any unexpected event. No matter what your goals may be, the Nesso Group is here to help you pursue them. Please fill out our form today to schedule a consultation; we look forward to hearing from you soon.

The Vision that Drives Us

At Nesso, we bring together experienced finance and insurance professionals to provide you with an ecosystem of services in one place. We’ll help you see the big picture of your financial and insurance needs and provide tailored integrated solutions.

Our team is experienced and ready to help you confidently know your current situation and take the necessary steps to achieve your desired outcome!

Our Core Values

We base our decisions on a set of core values that include

  • We’re aware of the energy we bring.
  • We care for all that is entrusted to us.
  • We connect and be part of the team.
  • We serve people with empathy.
  • We encourage and strengthen those around us.
  • We contribute to a culture of continuous improvement.

Financial and Insurance Services for Businesses

Tax Services

Taxes can be complicated and take up a big part of your business’s resources. The Nesso Group can simplify the process by providing tax services in Middletown tailored to your needs. We’ll help you comply with all federal, state, and local regulations while taking advantage of any available deductions or credits. Our comprehensive tax advice for small and large businesses will allow you to save money on taxes in the long run. We can also represent you before the IRS if needed. Here are some of the areas we specialize in:

  • Business Tax Planning
  • Tax Preparation
  • Strategic Business Planning
  • Cash Flow Management
  • Small Business Accounting
  • Litigation Support
  • Strategies vs. Planning
  • Payroll Services
  • Bank Financing
  • Succession Planning
  • IRS Audit Representation

Accounting Services

Keeping accurate and up-to-date financial records is essential for any business to succeed. The Nesso Group can provide reliable accounting services in Middletown to stay organized and keep your finances in order. Our CPA team will help you set up a system that fits your business’s goals, size, and scope. No matter what type of accounting assistance you require, we have the experience and expertise to deliver the best results. We offer:

  • Client Accounting Services
  • Payroll Processing
  • Employee Benefits Services
  • After The Fact Bookkeeping
  • CFO Services
  • Attestation
  • Business Application Identification
  • Business Process Consulting
  • Compensation and Benefits Consulting

Insurance Services

Running a business involves many risks, and managing it alone can be challenging. At the Nesso Group, we can help you secure the coverage you require at a rate that fits your budget while minimizing your risks. Our team of agents will advise on the types of insurance policies you should have. We can review existing policies to see if they meet your needs. In addition, we can negotiate with insurance providers to get you the best rates and coverage. Our insurance solutions include the following:

  • Bonds
  • Builder’s Risks Insurance
  • Commercial Property
  • Contractor’s Liability
  • Employment Practices Liability Insurance
  • Worker’s Compensation
  • General Liability
  • Umbrella Insurance
  • Business Owner’s Policy
  • Home Insurance
  • Dwelling Fire Insurance
  • Condo Insurance
  • Flood Insurance
  • Renters Insurance
  • Real Estate Investors Insurance

Employee Benefits

In today’s competitive business environment, employers must offer attractive benefits to attract and retain top talent. The Nesso Group can help you design and implement an employee benefit program that your team members can appreciate. We can review your current benefits to see if they’re competitive and include additional options that make sense for your organization. We’ll educate your employees on their coverage so they can make the most of it. Our employee benefits services include:

  • Medical Insurance
  • Ancillary Benefits
  • Voluntary Benefits
  • Corporate Wellness Partner

Financial And Insurance Services For Individuals

Tax Services

Taxes are a complicated matter, and it’s essential to understand your responsibilities when filing. The Nesso Group has the expertise to help you navigate the tax process, whether filing your taxes or dealing with a complicated business matter. We can assist with filing, identifying deductions, reviewing income statements, and more. Our CPAs are up to date on all the current laws and regulations, so you can trust us to get your taxes done right. Our tax services for individuals include:

  • Tax Planning
  • Tax Preparation
  • Tax Projection
  • Estate Tax Preparation
  • IRS Audit Representation
  • Succession Planning
  • Day Trading

Senior Benefits

For many seniors, the cost of healthcare can be a challenge. The Nesso Group is here to help you understand your Medicare options and find the best coverage for your situation. We’ll review plans from various providers and explain their benefits so that you can make an informed decision. Our team will also guide filing claims, appeals, and other matters related to Medicare services. Our senior benefit services include:

  • Medicare Part C
  • Medicare Advantage HMO and PPO Plans
  • Medicare Dental, Vision & Hearing
  • Medicare for Veterans
  • Medicare Advantage Special Needs Plan
  • Medicare Part D
  • Medicare Supplement Plan

Personal Insurance

The Nesso Group offers a wide range of insurance solutions for individuals. Whether you’re looking for property, auto, or life insurance, we can leave you with the coverage you need at a competitive rate. We’ll analyze your situation and compare policies from multiple carriers to identify the best one for you. We offer insurance planning in Middletown in the following ways:

  • Home & Property
  • Auto & Vehicle
  • Life Insurance
Nesso Group, Nesso Benefits

Employee Benefits

You have some options if your employer doesn’t offer a benefits package or you’re self-employed. The Nesso Group can provide customized solutions that meet your needs and budget. In addition, we’ll educate you on how to get the most from your plan. When you need to file a claim or update your coverage, we’ll be here to help. Here are a few of the employee benefits we offer for individuals:

  • Health Insurance
  • Dental & Vision Insurance

An Ecosystem of Services, All Under One Trusted Name

You’ll enjoy many advantages when you work with the Nesso Group in Middletown, CT. We’ll share our long-term, holistic vision for true wealth and provide you with the necessary solutions and resources to pursue it. With our experienced team, you’ll be confident that all your financial and insurance needs are in good hands. Ultimately, we aim to:

  • Provide financial guidance on your financial health and strategies.
  • Help you plan for the future.
  • Help you pursue true wealth and work toward your financial goals.
  • Analyze your risks to guarantee financial safety and growth.

Contact us today if you’re ready for reliable financial services in Middletown, CT. We look forward to helping you better understand and manage your finances. Whether it’s legacy planning, senior benefits, insurance, or employee benefits, the Nesso Group has you covered.

Let’s Talk About
What’s Important To You

Nesso Group

Insurance & Financial Advisors

Our approach to integrated solutions and comprehensive services alleviates stress and elevates success. We provide guidance across multi-dimensional areas of expertise for individuals and businesses. You can trust that we’re working together with your best interest in mind.

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