Broker Check

Our Services

How We Work

Michael Argiro is committed to his clients and their interests. He and his team provide their clients with a variety of financial planning services, such as:

  • Getting your Financial House In Order: We will go through a simple checklist and a step by step process to get your finances, balance sheet, and budgeting process organized
  • Customized financial planning services: We diversify assets through the utilization of various professional money managers
  • Investment X-Ray: We provide a true snapshot of holdings in order to avoid duplication in investment management
  • Risk Tolerance: We create customized portfolios based upon individual preferences regarding risk
  • Wealth Management Technology: Asset accumulation and asset distribution programs to meet specific goals.
  • Insurance Financial Planning: Disability, Life Insurance, and Long-Term-Care Insurance
  • Preparing for Retirement: Customized retirement income flow projection for how to retire to meet your individual needs.
  • Review and Advisory services

Wouldn't you like to be the recipient of such care? If so, please contact Michael Argiro today at (203) 269-7144.




Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (203) 269-7144