Strategies For Wealth Management

Financial Consultant, Financial Advising

100 Beard Sawmill Rd Suite 275, Shelton, CT 06484

Reviews for Strategies For Wealth Management

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  • Jan 2024

    Strategies for Retirement hosted an excellent speaker , Marc Milstein who presented on healthy lifestyle techniques to improve your brain & overall health. Well presented and worth attending. Phil

  • Jul 2022

    I met Michael almost 8 years ago and my wife and I decided to purchase annuities with him. Best move we made, especially making us feel more secure during this downturn. We have other annuities but the product that he sold us is by far the best in multiple ways. He and Laura are good people and you can absolutely trust them!

  • Jun 2019

    I've been a client of Strategies for Retirement for over 4 years. The staff have always been friendly and helpful. Michael is very knowledgeable and available to discuss my personal investment goals. I am extremely pleased with the results so far.

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From Strategies For Wealth Management

If you are searching for help with your financial plan or retirement planning Strategies For Wealth Management is a great place to start. We offer Stress Free financial planning with amazing customer service. Our clients become like our family. We offer brokerage accounts, annuities, life insurance, long term care insurance. Call us today to set up a 15 minute complimentary phone consultation. Michael has 30 years of industry experience.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 3.6/5 Facebook Facebook: 4.7/5 BBB BBB: A+

Strategies For Wealth Management

100 Beard Sawmill Rd Suite 275, Shelton

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