Caiati Financial Services

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CONFIDENCE

IN RETIREMENT PLANNING

Let us help you take care of your family for generations to come.

LEARN HOW

Welcome To Caiati Financial Services

Ask us about the 

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Safety First

At Caiati Financial Services, we realize how hard you have worked to save for your retirement.

Reasonable Return

It is our goal to help you receive a reasonable rate of return on your money over time while providing principal protection.

Keep it Simple

We understand how complicated it is to decide what to do with your hard-earned money.

Financial Planning in Westport, CT

Each person’s financial goals are unique…. just like fingerprints. With so many methods of getting from point A to point B, having the right team behind you can make all the difference. Caiati Financial Services is here to make sure you and your family reach your financial objectives. Let us help create, manage, and grow your wealth so you can live life on your terms. With more than a quarter century of experience, we have the knowledge and expertise to help you get where you want to go. Give us a call today at 203.952.0506 to learn more about our financial planning services.

Testimonials

Tom and I would like to thank you for your invaluable assistance in clarifying our retirement options. You have been and continue to be very responsive to any questions and concerns we have had, going above and beyond expectations to provide answers and resolutions as necessary.
Kathy and Tom BrodeurEnfield, New Hampshire
It is comforting to know that we have an adviser that will be there for us and that we can rely on to serve our future needs. It was a pleasure working with your “no pressure” approach and we felt you really cared about our needs and goals.
Sandra & Thomas PeterNorwalk, Connecticut
You have become a trusted resource for us and we finally feel that we have a concrete retirement plan that we can rely on in our future. We look forward to working with your firm for many years into our future and we are grateful to you and your team for taking the guesswork out of our retirement.
Dennis ViloriaWaterbury, Vermont
I have come to rely on your expertise as a trusted adviser and am confident that we now have a plan that will last us well into retirement and beyond. Thank you to you and your team for taking the guesswork out of our retirement.
Dana TowleWaterbury, Connecticut
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26th Anniversary

We’re proud to be celebrating 26 years of service to our clients, helping people
achieve the retirement they’ve always dreamed of.

Get started in 3 easy steps:

1. DISCOVER​

Schedule a meeting to discover what your ideal retirement looks like.

2. EVALUATE

Using the Caiati Financial Blueprint™ system, we’ll examine your current financial situation and determine your retirement needs.

3. PLAN​

We will then create a plan designed around your desires to help you reach your unique retirement goals.

LET’S GET STARTED

Ready to take

THE NEXT STEP?

The team at Caiati Financial Services will be here for you through all stages of life. With more than a quarter century of experience, we can help you and your family achieve all your financial goals now and into the future. For more information on our financial services, Click below to schedule a meeting, or attend a seminar.

ATTEND A SEMINAR
  • Or give us a call today at 203.952.0506