FBO Strategies LLC is a boutique insurance and estate planning firm. We protect our clients families, income and assets through our proprietary estate planning process. The process further includes a strong dependence on analytics as well as full financial disclosure.
We love our customers, so feel free to visit during normal business hours.
1700 Bedford street, suite 203, Stamford, CT 06902, us
Monday - Friday: 9am - 5pm
Saturday: By appointment