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Summit Investor Coach

(on boston post)
Financial and Investment Services in Guilford, CT
Financial and Investment Services

Contact Us

Make a call
203-453-1017

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

652 Boston Post Rd
Guilford, CT
06437

About

With more than 53 years of expertise in financial services, Gene Offredi offers his clients a wide range of services including financial planning, retirement planning, business planning, financial education seminars and more. As a Registered Investment Advisor, Summit Investor Coach and Gene serve more than 80 high net worth clients. The firm’s typical client has a net worth of $1-$2 million and an annual income exceeding $100,000. Gene Offredi’s specialty is investment and insurance planning for individuals, families and small businesses. Summit Investor Coach, LLC maintains close business relationships with attorneys and CPAs to provide all aspects of legal, accounting and financial assistance to clients when necessary.

Photos

Summit Investor Coach Photo

Services

  • Estate Planning
  • Business Planning
  • Retirement Planning
  • Financial Planning

Latest

I’m excited to announce as of January 2020, I have embarked on a new venture as a Managing Director of Redwood Tax Specialists. I am continuing to serve my former clients and new clients. As a tax reduction coach I work with Redwood Tax Specialists providing invaluable resources that help you analyze your current tax obligations and provides a blueprint to in many cases reduction your tax burden significantly. As a Financial Coach I am continuing to provide expert guidance for business owners and high networth individuals in a variety of ways including: Tax Planning, Charitable Gifting, Business Succession, Insurance and Asset Care. Please visit my NEW Facebook business page at the link below: https://www.facebook.com/Tax-Reduction-Coach-LLC-102442781407727/?modal=admin_todo_tour Tax Reduction Coach LLC
For those individuals who care, learn how to offset the costs of long term care Planning now to offset the costs when your getting on in age, Please call the office at 203-453-1017 and leave a message to discuss if I am out of the office !!
High net worth retirees are not who you think they are. The business owners and high net worth individuals who most enjoy and thrive in retirement are living differently than most of us imagine. Let me give you three surprising facts about today’s retirees, especially those with high net worth. http://www.summitinvestorcoach.com/2016/02/23/surprising-insights-about-todays-high-net-worth-retirees/
#FamilyBusiness #Financial Risk See if your family business has these practices in place: http://bit.ly/1JTX9jp SUMMITINVESTORCOACH.COM Family Businesses Often Overlook Risks To Family Members - Summit Investor Coach
Gene Offredi financially coaches #smallbiz owners with full toolkit of financial planning services:
Smart high net worth people live below their means, and 3 more insights of #retirementplanning http://bit.ly/1HnVQan

Information

Company name
Summit Investor Coach
Category
Financial and Investment Services
Est
1960

FAQs

  • What is the phone number for Summit Investor Coach in Guilford CT?
    You can reach them at: 203-453-1017. It’s best to call Summit Investor Coach during business hours.
  • What is the address for Summit Investor Coach on boston post in Guilford?
    Summit Investor Coach is located at this address: 652 Boston Post Rd Guilford, CT 06437.
  • What are Summit Investor Coach(Guilford, CT) store hours?
    Summit Investor Coach store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.

Nearby

Wells Fargo Advisors Financial Network
157 Goose Lane, Guilford 0.4 miles
KeyBank
1021 Boston Post Rd, Guilford 0.7 miles
Edward Jones - Financial Advisor: Michael Ganci, AAMS®|CRPC®
71 Whitfield Street, Guilford 0.8 miles
Agemy Financial Strategies, Inc
1570 Boston Post Rd, Guilford 1.6 miles
Edward Jones - Financial Advisor: Sue Ganci
200 Boston Post Road, Madison 2.1 miles
Madison Financial Planning
206 Boston Post Road, Madison 2.1 miles