2268 Main Street
Banks Wealth ManagementEdward Banks, AAMS, AWMA®
2268 Main Street Suite 205Stratford, CT 06615
Phone: (203) 513-8055
Banks Wealth Management LLC is a comprehensive financial planning firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Services, Estate Planning, Retirement Planning, Insurance and a full range of Corporate Benefit Plans.
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.