C.L.A. Wealth Strategies, LLC
110 Washington Ave, 4th Floor, North Haven, CT 06473, United States
About C.L.A. Wealth Strategies, LLC
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.
Small Business Planning, Retirement Income Strategies, Estate Planning, Risk Management, Investment Planning.
M-F 9am-4pm, Sa-Su Closed