Kathleen A. Lombardo

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Kathleen A. Lombardo is a financial consultant based in Southbury, Connecticut, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Kathleen gains a thorough understanding of her clients' situations, time horizons, and risk tolerances. She primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection while addressing complex financial issues.

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