BBB Accredited Business Profile

Gene Thomas Offredi CFP RFC

Gene Thomas Offredi CFP RFC

(203) 453-1017

Gene Thomas Offredi CFP RFC

15 years in business
652 Boston Post Rd Suite 3
Guilford, CT 06437-2748
Fax Numbers
  • (203) 453-1653
Additional Email Addresses
  • geneoffredi@netzero.net
BBB File Opened: 03/15/2017
Business Started: 09/23/2002
Business Incorporated: 09/23/2002 in CT
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Gene T Offredi, Owner
  • Ms. Dianne Provost, Administrative Manager
Business Category
  • Business Coach
  • Financial Planning Consultants
  • No License Required Financial Consultants
  • Insurance Agent
  • Accident Insurance
  • Life Insurance
  • Dental Insurance
  • Disability Insurance
  • Insurance Consultant
  • Investment Advisory Services
  • Investment Security
  • Retirement Planning Services
  • Insurance Services Office
  • Commercial Insurance Services
  • Financial Services
  • Investment Management
  • Investment Seminars
  • Employee Benefits Insurance
  • Business Consultant
  • Strategic Planning Consultants
  • Planning Consultants
  • Employee Benefit Consultants
  • Estate Planning and Management
  • Public Speakers
  • Business Plan

Service Area
We service the following area(s): Middlesex County, CT, New Haven County, CT
Alternate Business Names
  • Summit Investor Coach LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Gene Thomas Offredi CFP RFC

Gene Thomas Offredi CFP RFC

BBB ACCREDITATION SINCE 03/27/2017

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