Beaulieu & Associates

Beaulieu & Associates, LLC is an independent, fee-based fiduciary wealth management firm based in Somers, Connecticut, offering comprehensive financial planning, investment management, retirement planning, estate and legacy planning, and insurance and risk management services. They cater to families across Connecticut, Massachusetts, and New York,... focusing on simplifying clients' financial lives and ensuring all aspects work together towards their goals. The firm specializes in serving women in transition, business owners, multi-generational families, and retirees or pre-retirees, providing tailored advice based on individual circumstances. With over 35 years of advisory experience, they prioritize delivering value to clients rather than merely managing assets.Read More