Financial Square

Groton, Connecticut

Call (774) 696-4574 Visit website →

About

Financial Square, based in Groton, Connecticut, provides retirement income planning and related advisory services led by founder Greg Lavelle, who holds an MBA and brings over 25 years of experience in pre- and post-retirement strategies. The firm addresses retirement readiness through a process-driven approach encompassing Social Security optimization, Medicare planning, tax-efficient strategies, and legacy planning, along with ancillary services such as college funding, estate planning assistance, and employee benefits consulting. Greg Lavelle is licensed for life insurance, health insurance, annuities, and mutual funds across multiple states.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4PM, Tuesday: 8AM-4PM, Wednesday: 8AM-4PM, Thursday: 8AM-4PM, Friday: 8AM-4PM, Saturday: Closed
SEC registered
No
0 selected
Compare →