200 Clarendon St 19th Floor
Boston, MA 02116
As a financial advisor, Raymond M. Congelosi’s mission is to assist both for-profit business and non-profit organizations, individuals, and families in defining their financial goals and objectives and help individuals achieve financial independence. He is highly trained and licensed to provide financial solutions to his clients and prospects, with a focus on employee benefits. Through Ray’s experience and knowledge in the marketplace, clients have been able to implement and maintain comprehensive benefit programs while providing mechanisms to control costs on an ongoing basis. He also believes in helping his client's employees create a financial road map to help them reach their retirement objectives.
Raymond M. Congelosi holds a Bachelors of Finance from Central Connecticut State University. He has 29 years of investment advisory and insurance experience and holds a Life, Accident and Health License in CT, FL, MA, NC, NJ, NY, PA, RI, FINRA Series 6, 63 and 65 Securities License in CT, FL, MA, NY, NC, RI.
During his spare time, Ray enjoys being with his family and shares his time and resources giving back to local families and communities. Ray served on the American Red Cross Middlesex/Central CT Chapter as a board member and former treasurer. He participates in community events, Food Banks, Head Start Programs and coaches Little League baseball. Ray believes that early intervention and guidance enhances the opportunity for the success of today’s children in the future. Ray currently resides in Middletown, Connecticut with his wife and three children.
- Insurance Strategies
- Business Owners
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Raymond’s Licenses and Disclosures