49:23 minutes (23.71 MB)
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We are an eight person, family owned, financial planning firm with over 20 years of experience. We are an independent branch office of Raymond James and have access to TIAA/CREF's Independent Advisor's program. Our emphasis on understanding risks inherent in all investments and we believe the use of diversification has helped our clients achieve their goals while helping to avoid many of the pitfalls inherent in today's fast moving global economy. Many of our clients are professionals who come to us to provide them advice on the very complex issues of retirement planning. We have a very high staff to client ratio and provide customized service to our clients. Each Associate Financial Planner is dedicated to working with only 40 to 50 clients. Our investment management and financial planning are state of the art. Robert Kreitler is a noted author and has written on global investing as well as retirement planning. He is a regular guest on the Connecticut Public Radio's "Faith Middleton Show". We are located on the Green in downtown New Haven, home of Yale University.