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C.L.A. Wealth Strategies, LLC
Financial Planner in north haven ct
Areas of Expertise | financial planning | investment management | wealth management | bonds | long term care | roth ira |
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Address
110 Washington Ave. 4th Floor
north haven, ct
06473 -
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Map/Directions
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About
I’m Ciro Longobardi, a Private Wealth Manager in North Haven, Connecticut. When I started C.L.A. Wealth Strategies, LLC and joined forces with LPL Financial in 2007 it was because I knew that to serve my clients well I needed the access and variety that only an independent Investment Services Firm could offer. Whether it's a retirement plan rollover, a first Life Insurance policy, funding a Buy-Sell Agreement or helping an executive exit a company he started and funding his increasing retirement income needs, LPL Financial has the access and has done the due diligence to allow me to offer only the most appropriate answer to my clients needs. We look forward to working with you through all stages of your life, please call (203) 234-6378.
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I've been doing this for 18 years
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Hours of Operation
Mon - Fri 9:00AM - 4:00PM
Sat - Sun Closed
Holidays Closed