Summit Investor Coach
Guilford, Connecticut, US
Unverified Info Unsynced Listings- No reviews
Business details
Investing
652 Boston Post Rd Guilford , Connecticut, 06437
(203) 453-1017
No Social Accounts Added
Review summary
pr.businessAlternative Phone:(203) 453-1639
Fax Number:N/A
Contact Us N/A
Accepts Reservations no
Number of EmployeesN/A
Features
- Financial Consultant
- Financial Coach
- Investment Advisor
- Insurance Specialist
- Financial Planning
- Retirement Planning
- College Planning
Payment methodsN/A
About Us
With more than 53 years of expertise in financial services, Gene Offredi offers his clients a wide range of services including financial planning, retirement planning, business planning, financial education seminars and more. As a Registered Investment Advisor, Summit Investor Coach and Gene serve more than 80 high net worth clients. The firm’s typical client has a net worth of $1-$2 million and an annual income exceeding $100,000.
Gene Offredi’s specialty is investment and insurance planning for individuals, families and small businesses. Summit Investor Coach, LLC maintains close business relationships with attorneys and CPAs to provide all aspects of legal, accounting and financial assistance to clients when necessary.
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