Strategies For Wealth Management

Financial Consultant, Financial Advising

100 Beard Sawmill Rd Suite 275, Shelton, CT 06484

About Strategies For Wealth Management

Strategies For Wealth Management is highly regarded for its knowledgeable and trustworthy staff. Clients have praised Doug for his clear communication and willingness to take the time to explain everything. Michael has also received positive feedback for guiding clients to secure annuities that provide peace of mind, especially during economic downturns. The company recently hosted an informative event featuring speaker Marc Milstein, who discussed healthy lifestyle techniques. Overall, Strategies For Wealth Management is recognized for its commitment to client education and service, making it a reliable choice for financial planning.

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Reviews for Strategies For Wealth Management

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  • Aug 2024

    I met with Doug, he was the best. The only company I can trust , he took his time and talked to me and I understood every word. I am so happy I went with strategies.

    Sandy St.laurent

  • Jul 2024

    I met with Doug, he was the best. The only company I can trust , he took his time and talked to me and I understood every word. I am so happy I went with strategies.

    Sandy St.laurent

  • 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

Hours

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

Location

100 Beard Sawmill Rd Suite 275, Shelton

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