Seniors can rest easy with the help of Raymond Senior Planning, an expanding insurance business. In 2013, driven by a desire to assist elders in comprehending Medicare, Beata Raymond established Raymond Senior Planning. This long-awaited dream is finally a reality now. Our two sites allow us to serve the whole state of Connecticut. Most significantly, we can help you save money on health insurance, deal with low-income customers, provide in-home sessions, and handle claims and billing concerns quickly. We offer approximately 62 various programs to our clients and are appointed with 10 different companies. Removing Medicare-related anxiety is our top priority. Just like us, you should be well-versed.
Access Health, Life Insurance, Annuities, Roth IRA help, and IRA/401(k) support are among the additional services we provide.
Each of our customers is unique, and as such, so are their requirements, financial constraints, and expectations.
We are proud to represent clients of diverse financial backgrounds and act as an advocate for you. Raymond Senior Planning is the go-to local business for all your Medicare/Medicaid plan needs, as well as help with 401(k) rollovers and other financial planning needs. Polish is a second language for the majority of our employees!
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