Senior financial advisor in Farmington, CT
2 results found
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Merrill Lynch Financial Advisor Nicole Annette Falciano
● ClosedMerrill Lynch Financial Advisor Nicole Annette Falciano is located at 9 Melrose Drive, Farmington, Connecticut, United States. With over 24 years of experience, Nicole is dedicated to providing portfolio guidance to clients with a focus on asset allocation and diversification strategies. She offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Nicole's philosophy revolves around building enduring client relationships through outstanding service. She is a Chartered Retirement Planning Counselor™ and a Senior Portfolio Advisor, providing personalized advice and guidance to help clients pursue their financial goals while managing investment risk. Working closely with Nicole is Leah Berube, a Wealth Management Client Associate, who provides essential service and support to clients. Together, they aim to help clients design and implement personalized plans to achieve their financial objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, Nicole and Leah strive to develop customized approaches to address the financial needs of their clients. Every relationship begins with a conversation, where Nicole and Leah listen to understand the goals and priorities of each individual. By utilizing the Investment Personality Assessment, they gain a deeper understanding of each client's investing preferences to tailor financial approaches accordingly. The goal is to help clients make informed decisions as they navigate their financial journey and pursue their aspirations.
9 Melrose Dr, Farmington, CT 06032, United States -
Kevin Stasiowski, Bankers Life Agent
● OpenKevin Stasiowski, Bankers Life Agent is an insurance agency located at 195 Scott Swamp Road in Farmington, Connecticut, United States. Specializing in providing insurance solutions from Bankers Life, Kevin Stasiowski is dedicated to helping individuals and families protect their financial future. With a focus on customer service and personalized attention, Kevin Stasiowski aims to help clients navigate the complexities of insurance coverage and find the best policies to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning options, Kevin Stasiowski, Bankers Life Agent is here to assist you every step of the way.
195 Scott Swamp Rd Ste 2, Farmington, CT 06032, United States
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