This profile has been claimed by the business owner or representative.
Brian Skinner LPL Financial
- Investment Service
- Milford, CT
About this business
As your team, our job is to empower you to make educated decisions about your finances. Brian P. Skinner, CFP®, CRPC® does this by answering the questions you have about retirement planning, in a way that you can understand. This website should help inform you as to who we are, and how our complimentary, no obligation process works. We will show you how we strive to help, so that you can take the time to think it over and make the best possible decision.
Location details
472 Wheelers Farms Road, Suite 305, Milford, CT, 06461, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | Closed | |
| Sat | Closed | |
| Sun | Closed |
I met Brian several years ago while attending a retirement planning session. I had managed my own retirement portfolio since I started working decades ago and was interested in learning more about Roth conversions, Social Security, and other financial topics. Brian impressed me with his broad financial knowledge and for the first time I considered entrusting the management of my portfolio to someone else. Brian met with my wife and me in our home and we were both impressed with his approach to investing and his passion for ... read more
Before learning about Brian, my wife and I had met with a different financial advisor several years prior. We quickly realized that the advisor only was interested in selling policies and had no interest in discussing our goals. By chance, we were referred to Brian, so we decided to go and meet with him, although with hesitation based on our previous experience. Brian and his team from day one has been incredible to work with. Brian, through several meetings with us, took the time to understand our portfolio, time horizon, g... read more
Skinner Wealth Strategies has provided my husband and I with peace of mind. We have complete confidence in the relationship we have built with Brian. He is truly a gem. In addition to holding our hands as we approach our retirement he has even assisted us with estate planning for our elderly father. We are doing well and looking forward to a sound financial future thanks to Skinner’s expertise and warm personal connection. John and Heidi Sward
Brian has been handling my investments for several years now. He goes above and beyond to make sure I understand what he is doing and that my opinion matters. He explains things clearly and takes plenty of time answering my questions. I feel like we have a partnership that has my best interests in mind. I trust him 100% and I have seen my investments grow quickly with his expertise. I highly recommend him!
Brian Skinner came highly recommended by a family member and was one of three financial advisors I considered. I vetted each thoroughly and ultimately chose Brian. His style was straightforward. I did not detect any salesmanship, but rather a knowledgeable and effective financial advisor who truly loves what he does. Specializing in those who have fewer working years ahead than behind, he understood my risk tolerance, talked me through how to view it at this stage, and guided me towards a balanced investment mix. At every pe... read more
Frequently asked questions about Brian Skinner LPL Financial
How is Brian Skinner LPL Financial rated?
Brian Skinner LPL Financial has a 5 star rating with 25 reviews.
When is Brian Skinner LPL Financial open?
Brian Skinner LPL Financial is closed now. It will open on Monday at 8:00 a.m.