Scott Panza, LUTCF, AIF

Scott Panza, LUTCF, AIF I am licensed and registered to offer products and services in several states. Licenses and registrations will vary.

As a Financial Planner, I work to educate families, individuals and businesses on current economic conditions that may have an effect on their financial well-being. I develop and implement comprehensive financial solutions utilizing my knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. My goal is to get to know my clients utilizing a collaborative, o

ne-on-one approach dedicated to identifying and prioritizing their financial goals, offering professional guidance and strategies to meet individual and group needs. Please contact this office for further information. Scott Panza is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC www.sipc.org 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

Good habits now can help you work toward financial freedom later. Let's connect.
05/21/2026

Good habits now can help you work toward financial freedom later. Let's connect.

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing gro...
05/20/2026

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/19/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these are a good reminder to check in and make sure your life insurance protection and long-term strategy still match the life you’re building. When was the last time you did a financial check‑in? Let’s connect.

Address

6 Corporate Drive
Shelton, CT
06484

Telephone

+12035136119

Website

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