RetireWell-USA

Permanently closed
Call

Photos

1136 Route 9
Wappingers Falls, NY 12590

History

Formerly a top producer at MetLife I discovered my clients needed more than MetLife could provide. Clients always come 1st so I needed to find a better way to service their needs. After considerable exploration of my options and many attractive offers I instead chose to open RetireWell-USA. I'm very happy I did. Now I can provide solid solutions for all their needs.

Specialties

Individually tailored portfolios designed to meet our client's goals. We educate our clients, explain how and why to protect all their assets - offer College, Marriage, Retirement and Legacy Planning - and offer to coordinated their multiple legal & insurance needs. We also offer Medicare Advantage and Supplemental counseling.

Own this business?
See a problem?

You might also like

Investment advisory service, Financial consultant, Business services, nec, nec

Wells Fargo Advisors

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.