About Us

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.

Contact Us

Drop us a line!

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

FBO Strategies LLC

1700 Bedford street, suite 203, Stamford, CT 06902, us

(203) 564-9984


Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed