CLIENT FOCUSED WEALTH MANAGEMENT

HELPING YOU THROUGH LIFE'S TRANSITIONS

Welcome, I’m Ciro Longobardi, a Private Wealth Manager in North Haven, Connecticut. When I  started CLA Wealth Strategies and joined forces with LPL Financial in 2007 it was because I knew that to serve my clients well I needed more than any Bank, Insurance Company, Investment Services Firm or Wirehouse could offer.  I needed the access and variety that only an independent Investment Services Firm could offer. Through LPL Financial, I can serve my clients throughout life's financial transitions and help them make the best decisions for themselves and their Families without concern for company rhetoric or proprietary interference.

Whether it's a retirement plan rollover, a first Life Insurance policy,  funding a Buy-Sell Agreement  or helping an executive exit a company he started and funding his increasing retirement income needs, LPL Financial has the access and has done the due diligence to allow me to offer only the most appropriate answer to my clients needs.

Our referral network of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (203) 234-6378.