Banking & Loan
We are committed to making banking and lending simple, secure, and accessible for everyone. Whether you're saving for the future, managing your finances, or looking for the right loan to support your dreams, we’re here to guide you every step of the way.
Get Started
Insuracne
We understand that life is full of uncertainties. That’s why we’re here—to provide peace of mind through reliable, affordable, and personalized insurance solutions. Whether you're looking to safeguard your family, your health, your vehicle, or your business, we’ve got you covered.
Get Started
Wealth Management
We specialize in helping individuals, families, and businesses grow, protect, and transfer wealth with confidence. Our comprehensive wealth management services are designed to align with your financial goals, values, and long-term vision.
Get StartedAbout - All Set For Money
Welcome to All Set For Money– Your Complete Financial Partner
At All Set For Money, we believe financial confidence starts with a trusted partner by your side. That’s why we offer a full suite of Banking & Loan, Insurance, and Wealth Management services—designed to support you through every stage of life, business, and investment.
With a commitment to integrity, transparency, and personalized service, we help individuals, families, and businesses make smart financial decisions. Whether you're opening your first savings account, securing your future with insurance, or planning your financial legacy, we’re here to guide you every step of the way.
Why Choose Us?
We’re more than just a financial service provider—we’re your long-term partner in building security, stability, and success. Here’s why clients trust us for all their finance, insurance, and wealth management needs:
Comprehensive Solutions Under One Roof
From personal loans to life insurance to investment planning, we offer a full suite of services tailored to your life goals and financial situation.
Expert Advice, Personalized Support
Our experienced professionals provide customized guidance—not one-size-fits-all solutions—helping you make confident, informed decisions.
Trusted, Transparent, and Ethical
We operate with honesty, integrity, and full transparency, ensuring your interests are always our top priority.
Customized Solutions
Every client is different. That’s why we provide personalized plans designed around your goals and circumstances.
Fast & Reliable Support
We pride ourselves on quick response times and dependable service whenever you need us.
Transparent & Honest
No hidden fees, no surprises—just clear, honest communication every step of the way.
Finance, Insurance & Banking Services
Our Best Services
Loan
We are dedicated to helping individuals and businesses achieve their financial goals through reliable and flexible loan and financial solutions. Whether you're planning to buy a home, grow your business, cover unexpected expenses, or consolidate debt—we provide tailored financial services to meet your unique needs.
Read MoreInsurance
We are committed to protecting what matters most. Whether it's your health, home, vehicle, business, or future, we provide comprehensive and affordable insurance solutions tailored to your unique needs. With a team of experienced insurance professionals and a client-first approach, we make the process of choosing the right coverage simple and stress-free. We work with leading insurance providers to offer flexible plans, competitive premiums, and responsive claims support—ensuring peace of mind for you and your loved ones.
Read More
Investment
We empower individuals, families, and businesses to build wealth and achieve financial freedom through smart, strategic investment services. Whether you're planning for retirement, growing your savings, or building a diversified portfolio, our team of seasoned financial advisors is here to guide you with personalized investment strategies tailored to your goals and risk tolerance.
Read MoreFrequently Asked Questions
1. What types of loans do you offer?
We offer a variety of financial solutions including personal loans, home loans, auto loans, business loans, and education loans with flexible repayment options.
2. How long does loan approval take?
Loan approvals can take anywhere from 24 hours to a few business days, depending on the type of loan and documentation provided.
3. What types of insurance do you provide?
We offer health, life, auto, home, mortgage, and burial insurance, as well as customized plans for individuals, families, and businesses.
4. What is included in your wealth management services?
Our services include investment planning, retirement planning, tax strategies, portfolio management, and estate planning.
5. Is there a minimum investment required?
Minimum investment requirements vary depending on the services you choose. Contact us for personalized options that fit your financial goals.
Get in Touch
Have questions about your financial future, insurance coverage, or investment strategy? We’re here to help!
Address
247 Broad St, Milford,
Connecticut, USA - 06460
Call Us
+(907) 895-5010
+(907) 895-4258
Email Us
info@allsetformoney.com
contact@allsetformoney.com
Open Hours
Monday - Friday
9:00AM - 05:00PM