Lifestyle Financial Strategies, LLC

Lifestyle Financial Strategies, LLC (CRD# 145846) is a financial advisory firm headquartered in Middletown, CT. They manage $24,755,336 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $298,257
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Lifestyle Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Clifford O. Straub
CRD#: 2259152
100 Riverview Center, Suite 316, Middletown, CT 06457

Clifford Straub (CRD# 2259152) is an Investment Advisor Representative working at Lifestyle Financial Strategies, LLC in Middletown, CT and has over 23 years of experience in the finance industry.

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