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John J. Kalamarides, Jr., CFP®

Source Capital Group

276 POST ROAD WEST
Westport, CT 06880
Phone: (203) 341-3500 x215
Fax: (203) 341-3515

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Household Income Minimum: $100,000
Investable Asset Minimum: $200,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.