Stephen P. Nitz, CFP®, CRC®
Financial Advisor
(203) 431-7536

 

Stephen Nitz entered the financial services industry in 1981. He believes every client should have a plan for their financial future that clearly summarizes their goals and aspirations. Stephen considers it his responsibility to communicate regularly with clients, advising them on the implementation of the investment plans and providing them with regular reports on the progress being made toward their financial goals. His objective is always to exceed the expectations of his clients.

Stephen's extensive Professional designations include FINRA Series 7, 24, 53, 63 and he is a Registered Investment Advisor Representative. He has insurance licenses for life, fixed and variable annuities. Stephen has the distinction Certified Financial Planner (CFP®) and Certified Retirement Counselor (CRC®) and is a member of the Fairfield County chapter of the Financial Planning Association.

 

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To contact Stephen Nitz - call (203) 431-7536.