Vincent Paone

My team and I provide comprehensive financial advice tailored to your specific needs and objectives by taking the time to understand your goals and aspirations for you and your family.  We utilize a well-defined, disciplined process to create asset protection and investment strategies that work together to help you achieve the things you truly want.

Whether you are just starting your professional life, settling into retirement or somewhere in between, we can help you manage the multiple aspects of your finances in a thoughtful, goal-focused manner.  My approach enables me to assure that your plan is evolving with each potential new phase of your life including marriage, divorce, children, job change, retirement and legacy planning.

Specific areas of focus include financial planning, investment management, asset protection including life and disability insurance, education funding, retirement planning and estate planning.  We work to make sure you have the knowledge and understanding to make informed decisions with confidence.  My team and I are committed to providing personal support and quality service throughout our working relationship.

We also work extensively with business owners and executives, offering strategic employee benefit plans coupled with customized financial solutions for employees to protect their income and families and grow their wealth.

About Vincent Paone

Vincent began working at the age of fourteen and learned the importance of developing and implementing a financial plan when his father passed away while he was in his teens.  Although times were tougher, the insurance and other components of the plan his dad had put in place helped keep his family together and in their home.  In his early teens, Vincent began to invest in the stock market, researching different companies and building his own portfolio.

Vincent is celebrating over 20 years in the financial services industry.  In recognition of his work on behalf of his clients, Vincent has been named a Five Star Wealth Manager* for a fifth time.  He is Certified in Long-Term Care (CLTC), a course of study that provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client’s family and finances.  To receive that designation, those nominated are evaluated against ten objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT. CA Insurance Lic# 0I94588.

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

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.