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Summit Investor Coach
652 Boston Post Rd

Guilford, CT 06437

(203) 4531017

Description

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 firms typical client has a net worth of $1-$2 million and an annual income exceeding $100,000. Gene Offredis 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.

General Information

Year Established

1960

Services

Estate Planning , Business Planning , Retirement Planning , Financial Planning

Specialties

Financial Coaching

Business Hour

MONDAY

8 AM - 5 PM

TUESDAY

8 AM - 5 PM

WEDNESDAY

8 AM - 5 PM

THURSDAY

8 AM - 5 PM

FRIDAY

8 AM - 5 PM

SATURDAY

Closed

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