Allegiant Wealth Management, LLC
61 North Plains Industrial Road, Wallingford, CT 06492
About the Business
Allegiant Wealth Management, LLC is a leading financial institution located at 61 North Plains Industrial Road in Wallingford, Connecticut, United States. Specializing in accounting, finance, and insurance services, Allegiant Wealth Management provides expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution offers a wide range of services tailored to meet the unique needs of each individual or business. Whether you are looking for assistance with investment strategies, retirement planning, tax preparation, or insurance coverage, Allegiant Wealth Management is dedicated to providing top-notch service and support. Contact them today to learn more about how they can help you secure your financial future.
Photos
Location & Phone number
61 N Plains Industrial Rd #314, Wallingford, CT 06492, United States
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
"Excellent company! Lou is great to work with and has helped me on many levels. From financial planning to simply managing my 401K he is always available. Thanks Lou for always being there. Corey Greco"
"Lou is extremely knowledgeable about all finance related matters, he is always pleasant, he explains everything in understandable detail and is really very good at what he does. I highly recommend him."
"Lou was very helpful advising me on the best way to earn money on my retirement accounts. He was very knowledgeable and took the time to explain all of the options available to me. Definitely someone you can trust."
"Lou Czerwinski is one of the best advisors I know. He has his clients best interest first and foremost. He is bright, works his profession and takes it very seriously. I have no problem referring my clients to Lou as I know I know he will treat them extremely well. People want very simple things from their financial advisors, trust, communication and understanding of their needs. Lou makes sure he is working on all cylinders in these areas. What makes Lou standout, is his honesty and hard work."
"Lou really makes an extra effort to ensure we are happy and confident in our investment strategy. As a person who is not well versed in the stock market and how things work, it's nice working with someone who takes the time to explain everything in terms that mean something to me. I can't recommend Lou highly enough."
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Tax Consultant
- Tax Preparation Services
- Health Insurance Companies
- Life Insurance Companies
- Hospital
- Audit & Consulting
- Accounting And Finance Solutions
- Business Consulting Services
- Business Financial Planning
- Estate Planning Solutions
- Financial Advisor Services
- Financial Goal Achievement
- Financial Institution Services
- Financial Planning Services
- Individualized Financial Planning
- Insurance Coverage Options
- Insurance Policy Management
- Investment Management Company
- Investment Portfolio Management
- Investment Risk Management
- Investment Strategy Advice
- Long Term Care Planning
- Personalized Wealth Management
- Retirement Planning Strategies
- Retirement Savings Plans
- Small Business Financing Options
- Tax Compliance Services
- Tax Preparation Services
- Wealth Creation Strategies
- Wealth Management Firm
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