Jay Gershman- Retirement Visions

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433 S Main St
West Hartford, CT 06110
+1 (860) 899-1280
https://www.allset2retire.com

Retirement Visions, based in West Hartford, CT, is dedicated to transforming financial planning into life planning, focusing on clients' life goals rather than just monetary objectives. The firm prides itself on providing personalized attention and proactive communication, aiming to help clients achieve financial freedom while paying less than they would at larger firms.

Founded on the belief that financial planning can significantly impact lives, Retirement Visions treats its clients like family, fostering a supportive environment that encourages confidence and possibility. The team, led by Jay L. Gershman, MBA, AIF, Jason M. Hand, and Matthew Rosenberger, is committed to making wealthy individuals through tailored financial strategies.

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