Adelglass Wealth Management is a Financial Planner in Ansonia, CT, located at 350 W Main St. The firm provides financial planning services to small business owners, pre-retirees, and retirees. Principal Evan Adelglass specializes in retirement planning, long term care, income strategies, social security and medicare guidance, and college planning. The business is affiliated with LPL Financial.
Evan Adelglass founded the firm in 2005 after more than twenty-five years in the financial industry. He holds an M.B.A. in Finance from Fordham University and an undergraduate degree in Computer Science and Math from New York University. Before entering finance in 1993, he worked at IBM as a programmer and in system engineering. He holds Series 7, 24, 63, and 65 registrations through LPL Financial, along with a Life/Health Insurance license. Donna Adelglass serves as an Insurance Advisor and joined the firm in 2013. She holds a B.B.A. in Marketing Management from Baruch College. The office operates from 8:30AM to 4:00PM and can be reached at (203) 732-3509.
Adelglass Wealth Management provides financial planning services in Ansonia, CT, helping local clients navigate retirement and income goals.
The office sits on W Main St, just a short walk from Bridge Street and Martin Luther King Jr. Memorial.
BizScoreAI gives Adelglass Wealth Management an Authority score of 100 out of 100, showing the website clearly identifies the people behind the business to build trust with search engines. The firm also earns a Technical score of 90 out of 100, meaning the site is secure and easy for search engines to read without errors.
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