Complimentary 2nd Review

What you will gain from your Second Opinion Portfolio Analysis

  • Independent, objective analysis — no hidden agendas
  • Full written report — understandable and meaningful
  • Risk Tolerance evaluation — are your investment strategies appropriate to meet your income and growth needs?
  • Fee analysis — how much are you paying for your investments? Are your fees and commissions in line with industry standards?
  • Peace of mind — knowing you are on the right track, or what you need to do to reach your financial goals

The cost is only your time — there is no obligation, nor is there any expectation that you will become a client of American Retirement & Investment Strategies, LLC.

Please fill in your contact information below to receive our free brochure/fact sheet.

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Italian Professionals Living in America Professionisti Italiani Domiciliati in America

Financial guide for Italian Professionals moving to USA Guida finanziaria per professionisti Italiani in USA

Financial Facts and Figures for 2018

A Resource You Can Use All Year

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Research Report

Research Report
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    Another Member Of Music Royalty Dies With No Will
    Top 10 Indications The Economic Outlook Is Brighter Than Expected
    Sidestepping New Limits On Charitable Donations
    Pre Retirees To Convert IRAs More Often
    New Tax Break For Kindergarten Through 12th Grade
    The Truth About US GDP Growth
    Despite Distractions, Economic Data Boomed Last Week
    Protect Yourself Against Spearphishing
    Even The New York Times Gets Investment Facts Wrong Sometimes
    First Half Of 2018 Stock Investing Highlights

Contact Info

14 Fleetwood Drive
Gloucester, MA 01930
Tel: 978-283-1011

8 Wildebrook Road
Medway, MA 02053
Tel: 508-533-7370