Cirbo & Associates

Description

We are a full-service Financial Planning firm dedicated to helping our clients build wealth and protect their hard-earned assets. We are an independent firm therefore our loyalty belongs to our clients. Our independence enables us to establish working relationships with a number of Industry-Leading Insurance Providers whose products we utilize to create customized client portfolios. We recommend only those products and services that we believe can be tailored to suit our clients' unique needs. Dennis Cirbo, Investment Advisor Representative, CLU (Chartered Life Underwriter), ChFC (Charter Financial Consultant), LUTCF(Life Underwriting Training Council), 30 years of experience in the Financial Services Industry. Karen Woytek, Client Services Manager, has been with Cirbo & Associates for 21 years. Sandy Cirbo, Director of Marketing, 28 years of Sales and Marketing experience with both large and small corporations. Cirbo & Associates Financial Services, providing solutions to your Financial, Insurance and Retirement needs.

Products & services

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