Trumbull Financial Services, LLC 929 White Plains Road, Trumbull, CT 06611
About the Business
Trumbull Financial Services, LLC is a leading finance institution located at 929 White Plains Road in Trumbull, Connecticut, United States. Specializing in providing comprehensive financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to individual needs. With a commitment to excellence and integrity, Trumbull Financial Services, LLC is your trusted partner in financial success.
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Please do not trust this guy. He will steal your money. Be warned. Jim, you write your own reviews and beg your clients to post them just like you did with me and my original 5 star review. Please tell everyone how you still owe me $22,500. If you want I can post up the contract between you and I showing that you defaulted on the contract or the police report were you tell the police that you still owe me the $22,500. PAY YOUR BILLS."
"To an Honorable, Brilliant, and Praiseworthy Financial Company Trumbull Financial Services has over the years provided exceptional business contacts that have contributed outstanding results to the success of our company. Trumbull Financial Services also provided over the decades great products and services to my family, relatives, and friends who, have been financially protected and abundantly blessed monetarily. Jim Esposito, founder and chief executive of Trumbull Financial Services is a real professional investment consultant to family members and my brothers’ CPA firms. He is a dignified gifted and energetic finance professional who has contributed and dedicated himself in making the financial world safer! Lyle R Wahlberg, President Securitech Locking Device Company Acting Group Commander, USA Veterans Combat Group"
"I have used Trumbull Financial Services for over 25 years. Jim Esposito has helped our company with many plans for the business as well as my personal asset protection needs. He has helped my family and also worked with my CPA and kept us informed on what’s new in the financial services market. Jim is a superb advisor and I highly recommend him. Vinny Bonazzo, President, Mohawk Tool & Die Mfg Co. Inc."
"I have known Jim for over 25 years and have used him for both annuities, life insurance, disability income and long-term care insurance. He is very knowledgeable about the insurance industry and will do all the necessary research to solve your particular needs both personally and in your business. Because of his many years of experience in the local business community, if needed, Jim is well connected and can bring in other professionals for special situations in legal, accounting or financial services. I highly recommend Jim for a consultation before making any decisions. Joe Langer"
"I've known Jim for nearly 30 years.He has always been an honest and diligent professional, available to help his clients through all types of financial situations.He has shown a remarkable ability to adapt and evolve, offering the latest products to best serve his clients needs. I couldn't recommend him more highly"
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Business Succession Planning
- Comprehensive Financial Planning
- Comprehensive Financial Solutions
- Estate Planning Services
- Finance Institution Management
- Financial Freedom Resources
- Financial Goal Achievement
- Income Tax Reduction Techniques
- Independent Financial Advisor
- Individualized Investment Plans
- Investment Advice Professional
- Investment Planning Services
- Investment Portfolio Management
- Legacy Planning Expert
- Long-Term Financial Security
- Personalized Retirement Strategies
- Portfolio Diversification
- Retirement Income Planning
- Retirement Strategy Advice
- Risk Management Specialist
- Tax Optimization Techniques
- Tax-Advantaged Investment Solutions
- Wealth Accumulation Strategies
- Wealth Management Expert
- Wealth Transfer Strategies
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