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    • Investing for Your Future

      Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

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      Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.

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Nicholas DiLello

LUTCF, CASL®
  • Financial Planner
  • Special Care Planner

Nick provides a full range of insurance and investment management products and services. Nick’s clients include individuals, families, as well as small business owners. Nick’s areas of focus include financial planning, retirement planning, risk management, tax minimization strategies, and special care planning. Nick has a team of resources at Barnum to help create customized solutions to fit your goals and circumstances. Nick strives to build long term relationships with each client through understanding, quality service, integrity, and financial education. Series 6, 7, 63, 66.

AR Insurance Lic# 5690984; CA Insurance Lic # 2017566

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in RI.

Check the background of this investment professional on FINRA’s BrokerCheck

Nicholas DiLello

LUTCF, CASL®
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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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