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Kreitler Financial Llc
New Haven, Connecticut
Kreitler Financial LLC, headquartered in New Haven, CT, is a prominent local investment advisory firm with a singular focus on providing exceptional financial management services. With a solid reputation built on trust and expertise, the company caters to over 50 discerning individual clients, entrusted with a substantial $435,142,000 in assets under management.
Dedicated to personalized service, Kreitler Financial LLC boasts a team of 11 highly skilled professionals, 7 of whom specialize in investment advisory services. Their combined experience and deep industry knowledge allow them to deliver tailored financial solutions that ...see more
Assets Under Mgmt
$435.14M
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Reviews for Kreitler Financial Llc
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