John J. Kalamarides, Jr. CFP<sup>&reg;</sup> - Financial Advisor

John J. Kalamarides, Jr. CFP®

Vice President - Wealth Management

AGES Financial Services, Ltd.

180 Westport Rd
Wilton, CT 06897-4637
FINANCIAL ADVISOR'S WEBSITE
(203) 249-4030

General

John Kalamarides is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AGES Financial Services, Ltd. in Wilton, CT and the surrounding communities.

Financial Advisor Experience

I have been a financial advisor since 1984 and a Certified Financial Planner since March 1989. My goal is to work closely with my clients to help them through all their financial planning needs and life stages.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CT,FL,NY,PA
  • Health/disability insurance: CT,FL,NY,PA,
  • Fixed annuities: CT,FL.NY,PA
  • Variable annuities: CT.FL,NY.PA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues

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