Levine Investment Strategies

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. Generated from the website

The advisor listed is an Ameriprise financial advisor in West Hartford. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions we'll ask to better understand you, your goals and your dreams. We may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and we're committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.We're here to help you live the life you've earned. When you have the right advisor, life can be brilliant.

Experience, intellectual capital and dedicated personal service to help you meet your life goals