Elizabeth L. Clearyemail
225 High Ridge Road, East Bldg.,1st floor
Stamford, CT 06905
Professional Story
With nearly a decade of experience as a financial planner, I have made it my mission to understand each client's unique financial situation; serving the investment and protection needs of individuals, small businesses and families.My areas of focus include:
- Retirement Planning
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Small Business Benefit Program Design
- Buy-Sell Agreements
- Estate Planning
Personalized financial planning is integral to everything I do for each client's unique situation. Using innovative digital tools paired with a hands-on people-first approach, I make your money work harder and smarter for you.
Languages:
- English
- French
Credentials:
- CFP®
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- College Funding Strategies
- Charitable Giving
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheck
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