Eli M. Sandler, CWS®, Financial Advisor, Certified Wealth Strategist®

Eli M. Sandler, CWS®

Financial Advisor, Certified Wealth Strategist®

“Providing advice on a multitude of complex financial decisions that assist clients build assets and preserve wealth.”

My Focus:

Retirement planning for individuals, business owners, self-employed persons, executives and retirees.

Business retirement plan development and implementation – 401(k), Defined Benefit Plans, Pension, Profit Sharing, SIMPLE & SEP.

  • Tax Minimization Strategies
  • Wealth Preservation Planning
  • Business Succession Planning
  • Stock Option Strategies & Programs
  • 529 College Saving Plans
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

My mission is only accomplished by acting with integrity, professionalism and prudence, thereby helping to meet your financial goals.

Client relationships are established through a process of careful listening. Only then can a disciplined, focused investment strategy be properly developed.

There is no greater satisfaction than delivering a focused financial strategy to help each client reach his or her ultimate objective.

Mr. Sandler holds FINRA Licenses Series 7, 63, 65, Life Insurance, Variable Annuity, and Health. He holds The CT Partnership for Long Term Care Certification and has earned the Professional Designation as a Certified Wealth Strategist®.

    INTEGRITY     •     COMMITMENT     •     TRUST     •     PROVIDING VALUE