Egidio Lennon Wealth Management is a trusted financial advisory firm based in Windsor, CT, offering comprehensive services to help clients confidently plan for a secure and fulfilling financial future. With over 20 years of experience, their team provides creative and seasoned advice in retirement planning, estate planning, investment management, and tax planning.
Specializing in guiding individuals nearing or recently retired, Egidio Lennon Wealth Management understands the unique challenges faced during the Retirement Red Zone and offers specialized coaching to help clients pursue their goals. They take on the role of teacher, educating clients on available strategies and coordinating benefits to maximize retirement income potential.
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