"The world of the future is in our making. Tomorrow is now."
Eleanor Roosevelt

CONNECT

Address:

Alice Reitz, CFP®

Phone:

(203) 421-6886

A WOMAN-CENTERED APPROACH

A woman-centered approach to investing focuses on the unique needs of women and their desire to provide for those they love.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. We will take the time to carefully explain and ensure you understand your options.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck