C.L.A. Wealth Strategies, LLC

C.L.A. Wealth Strategies, LLC

Claimed via Yext Last updated: November -0001 Listing details

Financial Services in North Haven, CT

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Store Hours

Monday:
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Tuesday:
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Wednesday:
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Thursday:
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Friday:
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Saturday:
Closed
Sunday:
Closed

Location

110 Washington Ave, 4th Floor
North Haven , CT 06473 United States
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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.

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C.L.A. Wealth Strategies, LLC 203-234-6378
110 Washington Ave, 4th Floor
North Haven , CT 06473 United States
$
C.L.A. Wealth Strategies, LLC

Business Details

Company name
C.L.A. Wealth Strategies, LLC
Category
Financial Services
Rating
Not Rated
Email
ciro.longobardi@lpl.com
Tags
life insurance,  business succession planning,  long term care small business planning

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C.L.A. Wealth Strategies, LLC

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