Financial Advisor & Investment Services in Portland, CT
When your financial future matters, you need more than just investment advice—you need guidance that looks at the whole picture. At Carollo & Associates, PC, we provide investment and financial planning services in Connecticut designed to help you grow wealth, reduce taxes, and feel confident about every decision. Our dual expertise as CPAs and financial advisors means every strategy aligns with your goals and your bottom line.
Our Services
Investment Management & Wealth Building
Build and manage a portfolio aligned with your goals and tolerance for risk. We create strategies for long-term growth, monitor your investments, and make adjustments as markets or life changes occur.
Retirement Planning You Can Rely On
Turn uncertainty into confidence. We’ll help you plan for income needs, optimize Social Security timing, and manage rollovers from 401(k)s and IRAs.
Insurance Planning for Life’s What-Ifs
Financial planning isn’t complete without protection. We help you assess coverage needs and integrate life insurance, disability insurance, and long-term care planning into your overall strategy. This ensures your family and wealth are secure if the unexpected happens.
Tax-Efficient Strategies for Smarter Growth
Reduce tax drag and improve after-tax returns. From Roth conversions to capital gains planning, we design investment strategies that consider your tax situation at every step.
Estate & Legacy Planning Coordination
Preserve your wealth for future generations. We work with your attorney to align your accounts, reduce estate tax exposure, and ensure your legacy goals are honored.
Support for Business Owners
If you own a business, we can help set up retirement plans, manage liquidity after a sale, and develop a plan for succession—all integrated with your personal financial strategy.
Why Work with Carollo & Associates
Integrated Expertise
Tax and financial planning under one roof.
Personalized Service
We know your story—not just your numbers.
Local Accessibility
Based in Portland, serving clients across Connecticut.
Trusted Resources
Backed by Avantax for compliance and investment solutions.
Start Building Your Financial Future Today
Whether you want to grow your wealth, prepare for retirement, or protect your family, we’re here to help.