Valerio Financial Group is a trusted financial planning firm located in Milford, CT. With a mission to provide individuals with the education, support, and tools needed to make important financial decisions confidently, their team of experienced professionals offers integrated planning strategies to help clients achieve their retirement goals. They specialize in retirement planning, offering personalized consultations and a range of investment vehicles, including annuities, mutual funds, and managed brokerage accounts. Valerio Financial Group also emphasizes the importance of insurance in a comprehensive financial plan, providing needs evaluations and options for life insurance, paycheck insurance, and extended care insurance. Additionally, their team of Social Security professionals offers guidance on claiming strategies to maximize Social Security benefits. With a commitment to ethics and integrity, Valerio Financial Group is dedicated to helping individuals plan a bright future.
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