Michael Aloi

Senior Wealth Management Adviser

Credentials: CFP® Certification, Master of Science Degree, Personal Financial Planning
Years of Experience: 19

Address: 300 Harvest Ridge Rd. Stratford, CT 06614
Phone: 203-409-1270
Email: maloi@sfr1.com
Website: http://www.michaelaloi.com
LinkedIn: https://www.linkedin.com/in/michaelaloi/

With 19 years of experience in financial planning, 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. He is the current president of the Stratford Library Association and volunteers with the St. Mark Fathers Club in Stratford.

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

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Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

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