Liam Schleer, Financial Services Representative

Liam Schleer, Financial Services Representative Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Liam Schleer, Financial Services Representative, Financial service, 30 Two Bridges Road, Fairfield, CT.

We’re in the midst of what many are calling the “Great Wealth Transfer.” If you’re planning on bequeathing your money, l...
01/22/2024

We’re in the midst of what many are calling the “Great Wealth Transfer.” If you’re planning on bequeathing your money, let’s make sure you have the right plans in place.

01/18/2024

Let’s talk about creating an income protection plan for your business and personal needs.

Cheers to a 2024 filled with prosperity, peace, and joy!
01/01/2024

Cheers to a 2024 filled with prosperity, peace, and joy!

Wishing you and yours a very Merry Christmas!
12/25/2023

Wishing you and yours a very Merry Christmas!

Merry Christmas! Wishing a merry and bright season to you and yours.
12/25/2023

Merry Christmas! Wishing a merry and bright season to you and yours.

Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help av...
12/14/2023

Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help avoid disrupting your investment strategy.

Many business owners would stay on the payroll in the event of a disability, potentially straining business funds. Let’s...
12/14/2023

Many business owners would stay on the payroll in the event of a disability, potentially straining business funds. Let’s discuss ways to position your business for the long-term.

Source: MassMutual, “Planning for the Unexpected,” May 2023.

Wishing you and your family a happy festival of lights!
12/07/2023

Wishing you and your family a happy festival of lights!

12/07/2023

The risk you may be taking when holding a large position in a single company’s stock could outweigh the benefits. Let’s talk about strategies that can help you lower your risk.

I know the importance of income protection, especially within the medical community. We are a leader in disability incom...
12/06/2023

I know the importance of income protection, especially within the medical community. We are a leader in disability income insurance and our features and benefits make us a great choice for physicians looking to help secure their income with disability income insurance. Contact me to learn more.

Give your loved ones the gift of financial security with life insurance. Talk to me to learn how.
12/04/2023

Give your loved ones the gift of financial security with life insurance. Talk to me to learn how.

When it comes to a disability, perception isn’t always reality. As a result, many people do not protect their most valua...
12/04/2023

When it comes to a disability, perception isn’t always reality. As a result, many people do not protect their most valuable asset — their income. I can help you bust the DI myths. https://bit.ly/419geLB.

Address

30 Two Bridges Road
Fairfield, CT
07004

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