Michael Aloi, CFP®

Senior Wealth Management Advisor Years of Experience: 25
Address: 300 Harvest Ridge Rd. Stratford, CT 06614

Michael’s clients are executives, professionals, entrepreneurs, and retirees. Supported by a team of investment, insurance, estate and income tax specialists, Michael truly offers his clients comprehensive financial planning. Whether you are looking for a second opinion, advice on your financial affairs, or want to create a retirement game plan, Michael can help you understand your options.

Outside of work, Michael enjoys spending time with his wife and three children.

 

My Latest Articles: 

Five ways to minimize a capital gain

One Retiree’s Story of How She Built Her Retirement Nest Egg

How to get the most out of your pension

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For a complimentary consultation to discuss your situation and how Michael may help, please schedule an introductory call here: Schedule an appointment