Allegra Wealth Management

Description

Allegra Wealth Management is a premier financial advising firm located in Glastonbury, CT, specializing in comprehensive wealth management and investment services. As expert financial planners, we offer a wide range of solutions tailored to meet the unique needs of business owners and individuals seeking high-level, personalized financial guidance. Our extensive suite of services includes investment management, retirement planning, and tax strategies. We provide expert advice on various investment vehicles such as bonds, stocks, IRAs (Traditional, Roth, SEP, and SIMPLE), brokerage accounts, and government securities. Our team excels in 401(k) and 403(b) planning, college savings, estate planning, and profit-sharing plans.

Business Hours