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Financial Services & Insurance Solutions in New Haven, CT

Financial security is one of the most important aspects of life. For business owners, it’s critical to have a financial advisor you can trust to help you make sound decisions about your investments and insurance.

Nesso Group provides a wide range of financial and insurance solutions that will meet your needs in New Haven, CT. We have many years of experience helping businesses and individuals achieve their financial goals.

Our experienced professionals will work with you to create a long-term vision for your business and provide holistic advice on all aspects of your operations. Get in touch with us for more information.

The Importance of a Financial Advisor Like Nesso Group

A financial advisor can offer a great deal of experience and investment evaluation when it comes to achieving your financial goals. Financial advisors help individuals and business owners make sound decisions about their investments, insurance, and other financial planning needs.

At Nesso Group, we know that keeping your finances healthy is important to you. That’s why we offer a wide range of services to businesses and individuals in New Haven, CT.

Our Values And Vision

At Nesso Group, we focus on maintaining a healthy work environment that helps our team members grow in all aspects of their lives. We’re dedicated to serving others gracefully and providing various services to meet our clients’ needs.

Our internal transparency policy fosters trust between team members, which then extends to the customers we serve.

The Values that Set Us Apart

At Nesso, we pride ourselves on our values. Here are some of the values that make us different:

  • Be Excited to be Here: Be aware of the energy you bring.
  • Be a Good Steward: Care for all that is entrusted to you.
  • Be Supportive and Positive: Connect and be part of the team.
  • Be Servant-Minded: Serve people with empathy.
  • Be Humble and Genuine: Encourage and strengthen those around you.
  • Be Passionate to Grow: Contribute to a culture of continuous improvement.

The Mission We Work For

At Nesso, we have gathered a team of experienced finance and insurance professionals to conveniently provide you with an ecosystem of services under one roof.

We’ll help you see the big picture regarding your financial and insurance needs and provide customized solutions that fit your circumstances. Our dynamic team is ready to help you confidently get where you want to be!

An Ecosystem of Financial Services In New Haven, CT, All Under One Trusted Name

Nesso Group is the leading provider of financial and insurance solutions in New Haven, CT. We offer a wide range of services to businesses and individuals.

Financial And Insurance Services For Businesses In New Haven, CT

Tax Services

At Nesso Tax, we can help you with anything from bookkeeping to complex business tax strategies. We can handle payroll processing, bookkeeping, tax planning and preparation, audits and reviews, and more.

With many years of working with businesses, our team knows how crucial it is for business owners to have an accountant who comprehends their specific challenges.

At Nesso Group, we can help you with:

  • 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

Our accounting services in New Haven, CT are reliable and trustworthy, so you can focus on developing your company. Let us handle the accounting and reporting while you de-stress and work on what interests you most. With our help, the weight will be lifted off your shoulders, giving back time to do things that make you happy.

At Nesso, we’re here to help you achieve greater success by providing comprehensive support and expertise. Our team will work with you to assess your current situation, find areas of improvement, and develop a plan for moving forward. We ask the tough questions so that you can get ahead, full stop.

Our accounting services include:

  • 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

Are you looking for a way to protect your company from unexpected losses? Nesso Insurance offers comprehensive commercial insurance planning in New Haven, CT. We have the experience and expertise to tailor a policy that meets your needs.

At Nesso Insurance, we understand that every business is different and has its unique risks. That’s why we offer a variety of insurance policies to choose from, so you can find the coverage that best suits your needs. Whether you’re looking for workers’ compensation, property insurance, or general liability, we’ll help you select the right policy to protect your business against unexpected losses.

Our insurance services include:

  • 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

At Nesso, we’re here to help you establish a plan that works for you and your family. Our team will listen to your needs and craft a customized solution.

By being proactive and transparent with our benefits, we help employers keep costs down while allowing employees to make healthy choices. The Nesso team does all the administrative work so employers can have peace of mind. We also work directly with employees to ensure their needs are always met.

We pride ourselves on providing excellent customer service. Your team can always reach us directly with questions or concerns. Plus, our staff is equipped to work with Spanish-speaking clients as well.

Our employee benefits services include:

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

Financial And Insurance Services For Individuals In New Haven, CT

Tax Services

Filing your taxes shouldn’t give you a headache. Nesso Tax eliminates the difficulty of tax season and assists you in getting your return quickly. We’re professionals in individual tax preparation, and we’ll make sure each deduction and credit is considered. This year, let us help you file effortlessly!

Our tax services in New Haven, TX, include the following:

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

Senior Benefits

With the constant changes and explosive information, it’s difficult to know where to start with Medicare. The Nesso Group is committed to understanding that each individual has different wants from their plan.

We’ll help you decide by working through all the options together so that you end up with something perfect.

Our senior benefits 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

Here at Nesso, we believe that the things you value most in life should be your priority. Your home, business, and health are important to us, which is why we offer a wide variety of insurance products to ensure you’re always protected. We have everything from property to liability insurance, so you can rest easy knowing you’re taken care of.

Some of the personal insurance services include:

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

Employee Benefits

At Nesso Benefits, we understand that not everyone has the same insurance needs. That’s why we offer a variety of customizable plans to fit your specific requirements. Whether you need health, dental, vision coverage, or something more niche, we have a plan for YOU.

The employee benefits we offer include the following:

  • Health Insurance
  • Dental & Vision Insurance

Main Advantages Of Working With Us

Some of the benefits of choosing us as your financial advisor include the following:

A Long-Term Vision For Your Business

We take a long-term view of things so that you can make decisions today that will benefit your business for years to come.

A Holistic View Of Your Operations

We offer a comprehensive and integrated approach to financial planning so that you can get a clear picture of your business’s overall health.

Expertise in Financial Planning and Insurance

Our team has a wealth of experience in financial planning and insurance, so you can rest assured that you’re in good hands.

We’re Committed to Our Company’s Goals

Every decision we make aligns with our company’s goals, so you can be confident that we’re always working toward your best interests. We’re highly committed to the following:

  • Planning for the future.
  • Risk analysis related to financial safety and growth.
  • Helping you pursue true wealth & achieve your financial goals.
  • Providing financial guidance on financial health & strategies. (Assets & estate protection, reductions, investment strategies, etc.)

Engage the Most Reliable Financial Services in New Haven, CT

Are you looking for a company to help you with your financial planning and insurance needs in New Haven, CT? Nesso Group is here to help. We’re a team of experienced professionals committed to helping our clients achieve their financial goals.

At Nesso, we understand that every business is different. We’ll work with you to create a customized financial plan that meets your specific needs.

We pride ourselves on providing quality service and being there for our clients when they need us most. We’re committed to providing the best possible experience for our clients and being a trusted partner in their financial success. Contact our group of professionals today.

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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Nesso Senior

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