Financial portfolio in Stratford, CT
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Michael Aloi, Certified Financial Planner
● ClosedLocated at 300 Harvest Ridge Road in Stratford, Connecticut, Michael Aloi, Certified Financial Planner is a respected finance institution specializing in investment management, retirement planning, and tax planning for clients. Recognized as one of Barron's 2023 Top RIA Firms, Michael Aloi and his team provide clear and concise solutions to complex financial problems. With over 15 years of experience, Michael has built strong relationships with his clients, offering objective, unbiased advice tailored to their individual needs. Testimonials from satisfied clients highlight his expertise in maximizing savings, planning for retirement, and ensuring diversified investments. The institution prides itself on outstanding customer service, proactive communication, and personalized attention to each client. With a team of experts and access to big firm capabilities, Michael Aloi, Certified Financial Planner is dedicated to helping clients navigate the complexities of financial planning and achieve their long-term goals.
300 Harvest Ridge Rd, Stratford, CT 06614, United States -
Bellara & Associates L.L.C
● ClosedBellara & Associates L.L.C is a finance, health, and insurance agency located at 99 Hawley Lane in Stratford, Connecticut, United States. We specialize in helping you protect your assets, income, and lifestyle for a secure tomorrow. Our team works with you to create personalized portfolios of assets, continuously evaluating and adjusting them to maximize returns according to your risk tolerance. We also provide independent analyses of existing portfolios and offer estate planning services to ensure efficient wealth distribution upon death. Our services include retirement planning, savings goals analysis, investment diversification, and income sources in retirement. We work closely with you to understand your goals and provide tailored solutions to further your retirement objectives. As an Authorized to Offer agent with New York Life Insurance Company, we offer a wide range of life insurance products and long-term care options to protect your family and legacy.
99 Hawley Ln, Stratford, CT 06614, United States -
Edward Jones
● OpenEdward Jones is a renowned finance institution located at 35 Sekelsky Drive in Stratford, Connecticut, United States. With a strong reputation for providing personalized financial advice and exceptional customer service, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, the experienced professionals at Edward Jones are committed to guiding you every step of the way. Visit us today to learn more about our comprehensive financial services and how we can help you secure a brighter financial future.
35 Sekelsky Dr, Stratford, CT 06614, United States -
Amar Bellara, President - Bellara & Associates Llc
● OpenAmar Bellara, President of Bellara & Associates LLC, located at 99 Hawley Lane, Stratford, Connecticut, is a finance institution dedicated to helping clients protect their assets, income, and lifestyle for a secure future. They offer personalized portfolios of assets, estate planning services, retirement planning, and a wide range of life insurance products through New York Life Insurance Company. With a focus on listening to clients' needs and objectives, they work to create tailored financial plans that maximize wealth while assessing risk. Amar Bellara is a licensed insurance agent and financial adviser with a commitment to providing solutions that meet clients' best interests. They offer a variety of resources, including engaging animations and informative flipbooks, to educate clients on key financial concepts. Whether you are just starting your retirement planning or have accumulated significant assets, Bellara & Associates LLC is dedicated to helping you achieve your financial goals and secure your legacy.
99 Hawley Ln #1400, Stratford, CT 06614, United States
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