Brian Marois, AAMS CT Financial Advisor
1751 Ellington Road, South Windsor, Connecticut 06074
About the Brian Marois, AAMS CT Financial Advisor
Brian Marois, AAMS CT Financial Advisor is a finance institution located at 1751 Ellington Road in South Windsor, Connecticut, United States. Specializing in financial planning and investment management, Brian Marois, AAMS® has earned his Accredited Asset Management Specialist designation from The College for Financial Planning.
Brian takes a proactive approach in educating his clients and hosts a video podcast series on YouTube to provide insights into investment markets and tips for improving personal financial wellness. His goal is to remove the fear from investing and instill confidence in his clients by developing strategic financial plans tailored to their personal goals, whether it be retirement, education savings, or wealth accumulation.
Outside of work, Brian enjoys spending time with his family and is actively involved in martial arts and outdoor activities. Investment and insurance products and services are offered through Osaic Institutions, Inc., a member of FINRA/SIPC, and Ion Investments is a trade name of Ion Bank. Osaic Institutions and the bank are not affiliated, and products offered are not insured by the FDIC or any other agency, and are subject to investment risk. Legal and tax advice should be sought from a professional advisor.
Photos of Brian Marois, AAMS CT Financial Advisor
1751 Ellington Rd, South Windsor, CT 06074, United States
Opening hours of Brian Marois, AAMS CT Financial Advisor
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Brian Marois, AAMS CT Financial Advisor
"Brian is such a light in this world! He really put me at ease about making the next financial step in my life for my future and made me feel like he’s on my side all the way!"
"Brian has gone above and beyond to help with my family’s finances. He gave us hope and a clear roadmap for success. Cannot recommend him enough."
"Brian is absolutely incredible. He not only helped our family get on track- he made sure to consistently follow up and set us up for success. Brian’s dedication to his clients and their success is unmatched. His app and YouTube videos are also amazing starting points to correlate with his advice and help! I wish I could scream from the rooftops how life changing Brian’s help has been-and is- for us!!"
"If I could give six stars I would. Brian provides sound and appropriate financial advice. His knowledge has helped me be successful with my investment and retirement planning goals. Thank you Brian"
"I've been working with Brian since 2017. Makes you feel like you're his only client. The first time we met to discuss my financial goals, we talked for well over one hour and I felt that he truly had an understanding of my situation. Since then, he was made the proper adjustments to grow my portfolio. His response time is also fantastic. I recommend Brian Marois without any reservation."
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