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Joseph G
CFP®, Series 66
Gloucester, MA
American Retirement & Investment Strategies, LLC
Joseph Grella is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with American Retirement & Investment Strategies, LLC since 2006. In addition to his advisory role, he is an insurance agent and owner of a business that solicits insurance products for clients. American Retirement & Investment Strategies provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a combination of fundamental and technical analysis, offers multiple model strategies tailored by equity allocation and risk tolerance, and includes a proprietary Dynamic Portfolio equity strategy.
William Guglielmo D
Series 66
Gloucester, MA
American Retirement & Investment Strategies, LLC
William Guglielmo D'annibale is a financial advisor with American Retirement & Investment Strategies, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with the firm since 2006. In addition to his advisory role, he operates an insurance agency offering various insurance products. American Retirement & Investment Strategies provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a documented client profile and Investment Policy Statement to guide investment choices, utilizing a combination of fundamental and technical analysis and a proprietary Dynamic Portfolio equity strategy.
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