Elizabeth L. Cleary

    • 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

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    Barnum - Connecticut Stamford

    Satellite Office

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