Bruce W. Anesi

Certified Financial Planner @Gateway Financial Partners

North Haven, CT, US
MOBILE NUMBERS
+12•••••••79

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WORK HISTORY

Oct 2024 — Present

Certified Financial Planner @Gateway Financial Partners

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North Haven, CT, US

Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products offered through LPL Financial or its licensed affiliates. Gateway Financial Partners are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants are affiliated with Gateway Financial Partners are registered to do business, please visit

SKILLS

Simple Ira PlansRetirement SavingsInvestmentsTactical Asset AllocationRoth Ira401k RolloversSep IraTraditional IraRetirementCollege Savings Plans401(K) PlansRetirement PlanningWealth ManagementEstate PlanningFinancial PlanningLife InsuranceInvestment Asset ManagementInvestment Advisory Services

ABOUT BRUCE W. ANESI

My mission is to serve my clients as a resource for guidance, research, and insight…

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