Gallagher

Comprehensive Planning Associates Ltd, located in Westport, CT, is an independent registered investment advisor dedicated to providing families and businesses with innovative financial strategies and planning for enhanced financial clarity and security. The firm focuses on comprehensive financial planning that prioritizes clients' retirement needs, goals, and dreams, ensuring a tailored approach to creating a personalized retirement roadmap. With a commitment to reducing client stress through clear vision and regular advisor engagement, Comprehensive Planning Associates offers complimentary risk assessments, personalized income projections, and educational resources such as workshops and podcasts. Their guiding principles emphasize the importance of capital protection, balanced financial planning, and collaboration between clients and trusted advisors to navigate complex financial decisions effectively. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Westport, CT area, Nicholas Difalco will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.