Carl Kaliszewski

Our Philosophy

 Carl Kaliszewski believes that a comprehensive approach to financial solutions extends far beyond providing personalized investment and insurance advice. It also involves "life planning." By thoroughly understanding the unique current needs and future dreams of his clients, Carl can help them plan for life's financial challenges while at the same time building wealth in a tax-efficient manner. When a need is identified that exceeds one of his core competencies, i.e., when a client requires in-depth legal, mortgage, or accounting advice, he can refer them to professionals who specialize in one of these fields.

Lastly, Carl and his staff strive to be a true professionals, committed to maintaining the highest standards of integrity and professionalism in all client relationships. They also endeavor to deliver prompt, professional service while treating clients with respect and courtesy

 
 

I am licensed and registered to offer products and services in [AZ, CT, FL, MA, ME]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

L0816475203[exp0717][MA]

Securities, investment advisory and financial planning services offered through qualified registered representatives of MSI Financial Services, Inc. (also known as MetLife Securities, Inc. in some states). Member SIPC

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