Lou Nistico

Wealth Management Advisor at Saugatuck Financial - Westport, CT, US

Lou Nistico's Contact Details
HQ
203-221-5275
Location
Greater New York City Area
Company
Saugatuck Financial
Lou Nistico's Company Details
Saugatuck Financial logo, Saugatuck Financial contact details

Saugatuck Financial

Westport, CT, US • 20 - 49 Employees
Financial Services

At Saugatuck Financial we are driven by our mission: to help clients live lives free of financial stress. We partner with each client to create and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning –– all under one roof. We take an individualized approach with each client and a comprehensive approach to financial planning.We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we bring focus, efficiency and confidence to financial planning that, in turn, gives our clients true peace of mind.We believe in doing things the right way, the first time. Our clients can expect to work with a team that consistently provides world class strategies tailored for them and a platinum level of client service.Working together, we will develop a deep understanding of your financial situation, goals, and objectives. By knowing each of our clients personally, we help them prepare for the future using targeted and thoughtful strategies that resonate with their unique values, motivations, and sensitivities. Our team looks forward to working with you and your family and is committed to earning your trust and confidence.

Financial Planning Tax Strategies Retirement Planning Risk Management Wealth Management Education Planning Strategic Gifting Legacy Planning Estate Planning
Details about Saugatuck Financial
Frequently Asked Questions about Lou Nistico
Lou Nistico currently works for Saugatuck Financial.
Lou Nistico's role at Saugatuck Financial is Wealth Management Advisor.
Lou Nistico's email address is ***@saugatuck-financial.com. To view Lou Nistico's full email address, please signup to ConnectPlex.
Lou Nistico works in the Financial Services industry.
Lou Nistico's colleagues at Saugatuck Financial are John Leifels, Laurie Trepel, Thomas Taylor, Mitchell Janoff, Justin Charise, Chris Thomas and others.
Lou Nistico's phone number is 203-221-5275
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