Financial Life Solutions LLC

Bank of America in Cos Cob, CT, offers a comprehensive range of financial services including banking, credit cards, home loans, and auto loans tailored to meet the diverse needs of personal and small business customers. With innovative features such as mobile banking and customizable alerts, the bank emphasizes convenience and security for its clients. In addition to standard banking services, Bank of America provides wealth management options and specialized programs for students and businesses, making it a versatile choice for various financial needs. The institution aims to enhance customer experiences with features like Preferred Rewards, which allows clients to earn bonuses and save on banking fees. Generated from the website

A tenured financial advisor, Naomi takes a personal approach to your financial situation. By understanding your needs, she constructs a financial plan that enables you to meet your goals. As your life, the market, and the economy change, Naomi provides consistent communication and makes necessary adjustments to keep you on target. Most importantly, she partners with you to help you live the life of your dreams with your loved ones. Naomi truly believes if you find a career you love, you never have to work a day in your life. It brings her great joy to see her clients enjoying their lives by educating their children, having enough income, paying less in taxes, living their best life in retirement, and creating plans to provide for their loved ones when they are no longer here to do so.

With a client-first mentality, Cameron will work with you to provide high-quality retirement and estate-planning solutions. His commitment to trust and transparency helps strengthen long-term relationships that last through all stages of life.