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Grillo Financial Services

(860) 788-3204
rochelle@grillofinancial.com

At Grillo Financial Services, we work with you to identify your financial goals and then work with you to measure the success of your investments so you may pursue those goals.  We do this by listening to your concerns and executing a financial needs analysis and then creating a customized financial strategy.  Whether you are concerned for a family member that may one day need long-term care, you aren’t sure if you are saving enough for your retirement, you are retired and want to understand the best way to use your money, you are trying to find the most efficient way to transfer your wealth to your loved ones or you simply want to find the best way to save for college, we are here to help you.