M.J. Petretto / Financial Advisor in Guilford, Connecticut

We are a woman owned firm and, for more than 18 years, have worked worked with clients in the following areas: 1. Integrated Business Planning; 2. Retirement and Tax Planning; 3. Estate Planning; 4. Integrated Financial Planning. Our core values of honesty, reliability and community service along with the scope and depth of our resources earns us top grades from our clients and continuous industry awards from our peers.

Specialties

401K Consulting Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner Charitable Planning College Planning Comprehensive Financial Planning Disability Income & Long Term Care Insurance Estate Planning Family Financial Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Legacy Planning Middle Income Mutual Funds Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Special Needs Planning Wealth Management Women's Issues Young Investors