About

Lucier-Mastronardi Insurance and Investments Inc. offers comprehensive financial services including financial planning, retirement planning, estate planning, investment tax planning, portfolio analysis, and insurance analysis. They provide personalized solutions to address clients' unique financial needs, from retirement and tax optimization to protecting assets through insurance and estate planning. With over 35 years of experience, their team, led by Certified Financial Planner Nick Mastronardi, tailors strategies to individual objectives, ensuring clients achieve financial security and meet their long-term goals.

Products & services in Windsor

Keywords

financial planner

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