We help change people's lives.

Kreitler Financial remains available to help you navigate these uncertain times. While many companies have been forced to temporarily cease operating, our team is here to help you.

To keep our clients and our team healthy and safe, we updated our procedures in response to the changing Covid-19 situation.

We will have most of our employees work from home except for a few in the office as necessary to facilitate operations. We are using both email and phone for communication. Please continue to call us out the main number (203-867-4396) so we can direct you to the person you need.

For the time being, all client meetings will be done electronically using telephone and Zoom computer conferencing. This has proven to be a seamless communication method for our clients who are traveling or located around the country.

It is our goal to not vary our service standards during this challenging time, and we thank you in advance for understanding this may not always be possible.

We will continue to provide updates as the situation evolves. If there's any way that we can assist you during this uncertain time, please do not hesitate to let us know.

Your Kreitler Financial team

In a rapidly changing world, Kreitler Financial is committed to making a difference in the lives of individuals and families by helping them minimize their financial uncertainties. The independent advisors at Kreitler Financial provide comprehensive wealth management including lifetime planning and investment management with complete implementation.

Our Services

Wealth Management

We believe meeting personal and financial goals is best achieved through pro-active planning, consistent implementation, and ongoing monitoring. We pride ourselves on the deep, life-long personal relationships we enjoy with clients. We work with multiple generations in the same family to help transition values and wealth. Our services encompass financial, education and retirement planning, family legacy planning, risk management, helping clients pass their values on to their heirs, and more.

Portfolio Management

Portfolios are custom built for each client, with a focus on risk management and long-term performance. Personal investments are designed to be as tax-efficient as possible. Because we are fee-based* and independent, we are uninfluenced by sales incentives or proprietary products. We are guided by a high-level fiduciary responsibility to do what is best for our clients at all times.

*Refer to the fee-based disclosures here.

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