Kreitler Financial, located at One Century Tower overlooking the historic Yale University campus in New Haven, CT, is a privately owned independent practice with more than 30 years of experience. We have the ability to monitor and advise clients on financial assets regardless of where they are held.
Our comprehensive wealth management process helps coordinate the many facets of our client’s lives, including investments, income and cash flow planning, risk management strategies, estate planning, charitable interests and more. Our emphasis is on understanding and helping to manage the risks inherent in all investments. By employing customized diversification strategies, we strive to help our clients achieve their goals while attempting to mitigate many of the pitfalls inherent in today's fast-moving global economy. Many of our clients are professionals, university professors and business owners who come to us for advice on the very complex issues involved in retirement planning.
Our high staff-to-client ratio means we can offer more customized service for each client. Clients work with a dedicated team led by an Advisor and Relationship Manager, both of whom are dedicated to working with a limited number of clients. Our branch professionals average over 15 years experience in the financial industry. We provide innovative investment and financial planning services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.