ALAN J. SOKOL

Services Offered

• Investment management
• Insurance strategy design
• Holistic financial planning

About

Alan J. Sokol is a financial consultant based in Danbury, Connecticut, affiliated with Oppenheimer. He provides comprehensive financial planning and investment strategies tailored to each client's unique goals and risk tolerance. His services include investment management and insurance strategy design, focusing on high net worth individuals, families, corporate executives, and businesses. Alan employs a thorough discovery process to ensure a deep understanding of his clients' financial situations and objectives.

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