I am Justin Bruzzese and I am a financial advisor with New England Schooner, Inc. a Registered Investment Advisor. I joined New England Schooner, Inc. in 2021 with a passion to create strong, lasting relationships with my clients. I utilize a holistic approach to investing while maintaining tax-efficient portfolios. I work with a wide variety of people such as young families, recent college graduates, retiree’s or business owners. I have helped my clients with cash flow planning, retirement saving or distribution planning, education planning, small business retirement plans, estate planning, and protection planning.
My goal is to become a central hub or “Quarterback” for you. There are many paths to the same destination, and it is my job to provide multiple options so you can choose the path best suited for you. Working as an independent investment advisor provides me with the freedom to pick investments that are truly tailored to your specific needs. Once the onboarding process has been completed, I like to monitor progress with clients by conducting, at a minimum, an annual review.