For the Benefit Of
Our mission is to help our clients plan for those who are most important to them
FBO Strategies LLC has built a proprietary estate planning process. We use a fiduciary standard in working with every client putting their needs ahead of our own. Recommendations are based on strong analytics. As an independent firm we are fully transparent about our compensation.
We love our customers, so feel free to make an appointment at your place or ours.
1700 Bedford street, suite 203, Stamford, CT 06905
Monday - Friday: 9am - 5pm
Saturday: By appointment