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Financial Services & Insurance Solutions in Wallingford, CT

When making important financial decisions, working with a trusted advisor is crucial. A financial advisor will consider your unique circumstances and offer guidance on achieving your financial goals.

Nesso Group provides insurance and financial services in Wallingford, CT, that help businesses and individuals achieve their goals. Our financial advisors have years of experience in the industry and will work with you to develop a plan that fits your unique situation.

We understand the importance of long-term planning and a holistic view of managing your finances. Let us help you take the guesswork out of money management and achieve success for years!

Why Working with a Financial Advisor Like Nesso Group is Important

When it comes to financial success, many factors are at play. Financial advisors have the experience and expertise to help you navigate the different options and find the best solution for your unique circumstances.

Some of the reasons why working with a financial advisor are important to include the following:

  • Financial advisors offer professional experience and investment evaluation to help individuals make informed decisions about their financial future.
  • Financial advisors assess an individual’s current financial situation, develop goals and objectives, and create plans to achieve those goals.
  • Financial advisors also monitor an individual’s progress and make recommendations to keep them on track.

Nesso Group is committed to helping our clients reach their financial goals. We provide many solutions that businesses and individuals can benefit from.

Discover Our Vision

At Nesso, we are a group of experienced finance and insurance professionals who have come together to create an ecosystem of services that will help you see the big picture of your financial needs and provide customized, integrated solutions.

Our experienced team can help you understand your current situation and guide you to where you want to be!

The Values That Make Us the Best on the Market

At our company, we provide financial and insurance solutions while adhering to a set of core values. We differ from other companies because:

  • We take care of what is entrusted to us.
  • Our company is dedicated to growing.
  • We’re down-to-earth and honest.
  • We prioritize serving others.
  • We’re always here to help and encourage you.
  • We love being there for you.

The Financial And Insurance Services For Businesses

Tax Services

We can assist you if you need help with bookkeeping or complex business tax strategies! Nesso Tax is your one-stop shop for business tax needs! From payroll processing and bookkeeping to tax planning and preparation, our team has you covered.

We understand that businesses face unique challenges, so we only work with experienced professionals who know how to do the job correctly.

Our tax services in Wallingford, CT, include the following:

  • 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 goal is to make your life easier by providing reliable accounting services and advice. This way, you can spend more time focusing on what you’re passionate about and less time worrying about numbers. We want to help you grow your business stress-free!

We offer comprehensive support that analyzes margins and efficiency, resulting in more profitability. Our team guides you to success by asking probing questions and offering a framework for expansion. Every day, we help people and businesses thrive.

Our accounting services in Wallingford, CT, include the following:

  • 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

At Nesso Insurance, we understand that no 2 businesses are the same. That’s why we offer comprehensive commercial protection against various risks, from property damage to employee injury. We have the experience and expertise to tailor a policy that meets your needs.

At Nesso Insurance, we work with you to determine which policies best suit your business and provide coverage against unexpected losses. We offer various options, including workers’ compensation, property insurance, and general liability.

Our insurance planning services in Wallingford, CT, 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

Too often, people give up on their health because they feel demotivated or lost. We want to show you that taking care of your health can be easy and fun. Our team is devoted to understanding what you need and delivering personalized results.

Nesso’s transparent and proactive approach to benefits gives employers more control over the cost of insurance and helps employees make healthier choices. The Nesso team embraces a customer-centric mindset, taking on the heavy administrative lifting and working directly with employees to ease the burden on employers.

We want your team to feel cared for, so we are always available to answer questions or concerns. Our staff is also equipped to work with Spanish-speaking clients, ensuring greater accessibility.

Our employee benefits services include:

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

The Financial And Insurance Services For Individuals

Wealth Management

Wealth management is ensuring your money works for you; this includes creating a budget, saving for retirement, and investing to meet your goals. At Nesso Group, we can help you make the most of your money.

Our wealth management services in Wallingford, CT, include the following:

  • Financial Planning
  • Risk Management
  • Investment Management
  • Retirement Planning
  • Tax Planning

Tax Services

Nesso Tax is here to help you file your taxes easily and get the most out of your return. We’re experts in individual tax preparation, ensuring every deduction and credit is accounted for. Let us help you have a hassle-free tax season this year!

Some of the tax services we offer in Wallingford, CT, are:

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

Senior Benefits

From information overload to ever-changing rules, Medicare can be too much for anyone. Luckily, Nesso Group is here to help. We always put our clients first and figure out an individualized plan that perfectly fits all their needs. Let us help you sift through the moving parts, so you don’t have to!

At our company, we pride ourselves on helping our clients make informed decisions for their future. Our team will work closely with you to ensure that your plan works and address any changes or concerns you may have. We want to help you avoid unnecessary costs and feel confident in your healthcare choices.

Our senior benefits plan in Wallingford, CT, includes the following:

  • 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

At Nesso, we put you first. We know that the things you value most are important to you, and we want to help you protect those things. That’s why we offer a variety of insurance products to choose from. Whether it’s property insurance or liability insurance, we have what you need.

Knowing that each customer has different needs, we provide personalized service to ensure you get the best policy for your situation. With Nesso, rest assured that you and your family are taken care of.

Our insurance services in Wallingford, CT, include the following:

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

Employee Benefits

At Nesso Benefits, we understand that not everyone is the same. That’s why we offer a wide range of insurance plans that can be customized to perfectly suit your individual needs. Whether you’re searching for health insurance, dental and vision coverage, or something more unique, we have a plan for you.

Tired of trying to manage your insurance? Nesso Benefits is here to help. We will work with you to find the best coverage for you and your family at a competitive rate. With our wide range of plan options, you can have peace of mind knowing that you are protected.

Our employee benefits services include:

  • Health Insurance
    • Dental & Vision Insurance

Choosing Us is Your Best Bet

When you work with Nesso Group, you can expect the following:

  • A holistic view of your finances.
  • A long-term vision for your financial success.
  • A comprehensive and personalized financial plan.
  • Financial advisors with years of experience in the industry.

We’re Dedicated to Our Company’s Goals

At Nesso Group, we’re dedicated to fulfilling our company’s goals, which are:

  • Securing your future.
  • Achieving the wealth you dream of, making it our top priority.
  • Analyzing risk to keep your finances safe and growing.
  • Helping our clients build a strong financial future by creating personalized strategies to protect their assets and estate, minimize taxes, and grow their investments.

Top-Notch Financial Services in Wallingford, CT

Are you looking for professional financial services in Wallingford, CT? Look no further than Nesso Group! Our collaborative approach to integrated solutions and comprehensive services will ensure your success. We provide expertise and guidance in various areas for individuals and businesses. You can trust that we have your best interest in mind.

With Nesso Group, you’ll have peace of mind knowing that your finances are in good hands. We provide financial services that will help you to develop a comprehensive plan that meets your unique needs.

There’s nothing more important to us than helping our clients achieve their financial goals. Contact us today to schedule a consultation!

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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