We will teach you what you need to do and provide the technology to track and measure your progress. Our Services:
Michael Argiro is committed to his clients and their interests. He and his team provide their clients with a variety of financial planning services, such as:
•Getting your Financial House In Order: We will go through a simple checklist and a step by step process to get your finances,
balance sheet, and budgeting process organized.
•Customized financial planning services: We diversify assets through the utilization of various professional money managers.
•Investment X-Ray: We provide a true snapshot of holdings in order to avoid duplication in investment management.
•Risk Tolerance: We create customized portfolios based upon individual preferences regarding risk.
•Wealth Management Technology: Asset accumulation and asset distribution programs to meet specific goals.
•Insurance Financial Planning: Disability, Life Insurance and Long-Term Care Insurance
•Preparing for retirement: Customized retirement income flow projection based on your individual needs.
•Review and Advisory services
Wouldn't you like to be the recipient of such care? If so, please contact Michael Argiro today at (203) 269-7144. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Cetera and its representatives do not provide tax or legal advice. Tax-law is subject to frequent change; therefore it is important to coordinate with your tax advisor for the latest IRS rulings and specific tax advice, prior to undertaking an investment. Trading instructions sent via email may not be honored. Please contact my office at 203-269-7144 or Cetera Advisors LLC for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposed only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.
