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.

View Reports

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 2021

A Resource You Can Use All Year

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  • A Crucial Lesson For Investors After 20 Difficult Years
    A Crucial Lesson For Investors After 20 Difficult Years

Contact Info

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

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