Finley Financial Services

at 20 Main St, Oakville , 06779 United States

1. Bank/Financial Service
2. Bank/Financial Services

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Description

Finley Financial Services caters to those who seek viable and successful retirement and estate plans. It is a privately owned, 2nd generation company that identifies individual client needs and formulates a path to attaining financial goals. This is done in consideration of all life eventualities so as to ensure adequate security of principal, significant positive asset growth, best available tax savings, highest current and future income scenarios and structuring long term health care needs as it financially relates to estate values. Special emphasis is placed on accurately defining each clients risk thresholds and finding appropriate asset classes to match the appropriate risk level. Additionally, special care is taken to ensure assets are most favorably distributed at death, with respect to probated and non-probated assets.

Opening time

• Mondays: 09:00- 17:00
• Tuesdays: 09:00- 17:00
• Wednesdays: 09:00- 17:00
• Thursdays: 09:00- 17:00
• Fridays: 09:00- 17:00

Company Rating

56 FB users likes Finley Financial Services, set it to 1 position in Likes Rating for Oakville, United States in Bank/Financial Service category

Summary

Finley Financial Services is Oakville based place and this enity listed in Bank/Financial Services category. Located at 20 Main St CT 06779. Contact phone number of Finley Financial Services: (860) 274-6886