George Kolitsas

Agency Owner at Innovative Senior Benefits

Role
Registered Investment Advisor at Innovative Wealth Management
Location
Middlebury, CT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About George Kolitsas

George is the founder and owner of Innovative Senior Benefits, an independent insurance agency that specializes in health and life insurance and retirement planning. With over 30 carriers in the insurance and retirement planning industry, Innovative Senior Benefits provides exceptional coverage and services to manage a wide range of risks and exposures for their clients, ensuring the safety and protection of their assets.As a one-stop-shop insurance agency, George takes a holistic approach to retirement planning and delivers personalized and innovative solutions tailored to meet each client\'s unique needs. He is committed to building long-lasting relationships based on trust and integrity and providing his clients with the peace of mind that comes from having a comprehensive insurance and retirement plan in place.If you have any questions about insurance or retirement planning, or if you\'re interested in joining the Innovative Senior Benefits team, please don\'t hesitate to reach out. We\'re always happy to help, and we\'re looking for motivated individuals who share our commitment to providing exceptional insurance coverage and services. Contact us today to learn more about how we can help you secure your future.

Experience

  1. Registered Investment Advisor

    Innovative Wealth Management

    May 2021 — Present · Trumbull, CT, US

    Wealth Managementhttps://iwmadvisory.com/

Education

  • Roger Williams University

    Bachelor’s Degree, Finance, General

    2014 — 2018

  • Pomperaug High School

    High School Diploma

    2010 — 2014

Skills

  • Google Apps
  • Access
  • Customer Service
  • Teamwork
  • Risk Management
  • Cash Handling
  • Social Media
  • Organization Skills
  • Time Management
  • Microsoft Word
  • Html
  • Microsoft Office
  • Portuguese
  • Powerpoint
  • Microsoft Excel

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George Kolitsas — Registered Investment Advisor at Innovative Wealth Management in Middlebury, CT, US | Unifers