Real estate investment advice in Stratford, Connecticut

Bellara & 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.

Banks Wealth Management LLC is a premier finance and insurance agency located at 2268 Main Street in Stratford, Connecticut, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, protect your assets, or plan for the future, we are here to provide expert guidance and support. Trust Banks Wealth Management LLC to help you secure your financial future.