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Strategies for Retirement
- Investment Service
- Shelton, CT
About this business
How We Work Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use ... read more
Location details
100 Beard Sawmill Road, Suite 275, Shelton, CT, 06484, 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 | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I met with Doug, he was the best. The only company I can trust , he took his time and talked to me and I understood every word. I am so happy I went with strategies. Sandy St.laurent
Just had an appointment at the company office with Michael. The Good: Professionally run office on face value. I believe that he has the skill set to assist a client in investment strategies as long as it fits within his company wheelhouse and financial products. This has made him a wealthy man .The end. The not so good: Michael WILL tactically profile you and your current situation and if you do not have a considerable amount to invest right away you will be dismissed and quickly ushered out of his office and you will t... read more
I met Michael almost 8 years ago and my wife and I decided to purchase annuities with him. Best move we made, especially making us feel more secure during this downturn. We have other annuities but the product that he sold us is by far the best in multiple ways. He and Laura are good people and you can absolutely trust them!
I would not recommend using this firms services due to the unprofessional way I was treated. There was an initial 15 minute consult with a follow up Zoom meeting. Mike was supposed to have a annuities product ready to discuss and when I asked him what I would get in return for a sizeable investment there was not a clear answer to be had. I felt as though this was a used car salesman approach with the "Shell Game"... don't walk away, run, he does not want to educate he wants to get your money and then move on to the next p... read more
I've been a client of Strategies for Retirement for over 4 years. The staff have always been friendly and helpful. Michael is very knowledgeable and available to discuss my personal investment goals. I am extremely pleased with the results so far.
Frequently asked questions about Strategies for Retirement
How is Strategies for Retirement rated?
Strategies for Retirement has a 5 star rating with 6 reviews.
When is Strategies for Retirement open?
Strategies for Retirement is closed now. It will open on Monday at 8:00 a.m.