Aaron Schroeder

Aaron Schroeder

Founder

Aaron has proudly served the central Connecticut area since 1990.

My career in the financial services industry started with John Hancock in 1981 as a licensed life insurance agent.  In 1984 I received my Series 6.  I left John Hancock in 1990, to pursue my own business in the financial services industry.
  
My professional background has allowed me the opportunity to work with my clients in areas of financial, tax, insurance and investment planning.  What I enjoy most about this business is the great relationships & friendships which are developed with our clients.  

Placing client wants, needs & goals at the heart of my work, I take the role of an educator with my clients. Through market analysis and portfolio reviews, I equip clients with the information they need to make informed decisions, helping them pursue their financial goals with more confidence.

I continue my studies by taking courses at The American College, Bryn Mar, PA.  Currently, I have (7) seven parts of my CLU and ChFC designations.  I received my LUTCF designation in September 1987.

I am an Investment Advisory Representative, (IAR) and have an insurance license for life, health, and annuities.

I was born in Brooklyn NY, and moved to Wolcott CT in 1989.  I enjoy working outdoors, golfing, sitting by the pool, and enjoy time with the horses.
  
I serve the community in the following ways: Past President of the Exchange Club of Wolcott, CT, and past Treasurer for the CT District Exchange Clubs. I serve as Chairman for the Exchange Club Family Life Foundation of Greater Waterbury CT. 

I am devoting my spare time to my 2 sons, one who lives in California, one who recently bought a home in CT. When time allows, traveling to Florida & the annual Saratoga Springs horse racing are high on my list of favorite things to do.

 

 

 

 

 

Phone 203-879-1994
Fax 203-879-9898