Page 2 - North Haven Funeral Home

We extend our deepest condolences to you at this difficult time. In times like these, it is important to have a caring, compassionate advisor on your team.
Whether you are planning for the future or exploring your current options,
we can assist you with the financial questions and decisions that come with a loss.
Our role is to listen to your concerns, explain your choices and guide you through the process to a brighter future.
EFFECTIVE STRATEGIES FOR YOUR IDEAL TOMORROW
BRUCE W. ANESI, CFP®
CERTIFIED FINANCIAL PLANNERTM Phone: 203.234.6337
Email: BruceA@OpenRoadWS.com Web: www.openroadws.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Open Road Wealth Services, LLC are separate entities from LPL Financial.
FINANCIAL PLANNING
Estate Planning Legacy Planning Investment Planning Business Planning Personal Finance Plan
RETIREMENT PLANNING
401K Pension IRA
RISK MANAGEMENT
Life Insurance Long Term Care Disability
OTHER SERVICES
College Savings Plans General Savings Charitable Planning
Let us help you
“Build Your Own OPEN ROAD!”
Open Road Wealth Services, LLC
110 Washington Ave, 4th floor North Haven, CT 06473