Elizabeth L. Cleary

Credentials:
  • CFP®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning

Languages: English, French

With nearly a decade of experience as a financial planner, I have made it my mission to understand each client's unique financial situation; serving the investment and protection needs of individuals, small businesses and families. My areas of focus include:

  • Retirement Planning
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Small Business Benefit Program Design
  • Buy-Sell Agreements
  • Estate Planning

Personalized financial planning is integral to everything I do for each client's unique situation. Using innovative digital tools paired with a hands-on people-first approach, I make your money work harder and smarter for you. 

See Elizabeth’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Elizabeth

*Fields are required

Barnum - Connecticut Stamford

Satellite Office

225 High Ridge Road, East Bldg.,1st floor
Stamford, CT 06905

CRN202001-224482