Carol Fliegel

Services Offered

• Investment management
• Insurance strategy design
• Holistic financial planning

About

Carol Fliegel is a financial consultant based in Stamford, Connecticut, affiliated with Oppenheimer. She specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. Her services include investment management and insurance strategy design, tailored to the specific situations and risk tolerances of her clients. Carol primarily serves high net worth individuals, families, corporate executives, and businesses, leveraging Oppenheimer's resources to address complex financial issues.

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