Michael Aloi, CFP®

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

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