I work extensively with business owners and executives, providing a range of integrated solutions to support you, your business and your employees at every stage of your business’ life cycle.
Retirement plans and employee benefits to help attract and retain good employees.
Business valuation services to help you assess the worth of your business.
Business succession planning that helps assure a long and successful future.
Insurance and protection planning to prepare for the possible departure or disability of an owner or key employee.
Additionally, I can help set up retirement savings programs, group insurance plans, and financial literacy workshops for your employees. This turnkey employee financial education solution connects the benefits you offer with each employee’s overall financial strategy resulting in increased benefit utilization.
With regard to your personal wealth management needs, I can help develop strategies to help you maximize the value of your various incentive programs like bonuses, restricted stock grants, and stock options, as well as qualified and non-qualified retirement programs. In addition, I work extensively with executives in transition creating 401(k) rollover strategies that factor in all of your retirement savings programs and accounts.
I work to identify timely investment opportunities to help grow your wealth. Your financial strategies will address the key components of wealth accumulation and preservation for you and your family. My work takes into account the needs of multiple generations and creates a long-term strategy to meet your personal goals.
About Victor Garra
With over two decades of financial services experience, Victor has guided his clients through a variety of economic conditions, bull and bear stock market cycles, shifts in political leadership, both here and abroad and, a myriad of legislative and tax law changes.
Victor began his career with UBS Wealth Management, working in various areas including municipal bonds and professionally managed investments. He became an Account Vice President at Merrill Lynch Private Client Group where he worked with individuals and business owners. Prior to joining Barnum, Victor was a branch manager and financial advisors with Ameriprise Financial. He graduated from Stockton College with a degree in business finance.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000
