About Kreitler Financial
Possibilists & Pathfinders
Kreitler Financial, located at One Century Tower overlooking the historic Yale University campus in New Haven, CT, is a privately owned independent practice with more than 30 years of experience.
Our comprehensive wealth management process helps coordinate the many facets of our clients’ lives, including investments, income and cash flow planning, risk management strategies, estate planning, charitable interests and more. Our emphasis is on understanding and helping to manage the risks inherent in all investments. By employing customized diversification strategies, we strive to help our clients achieve their goals while attempting to mitigate many of the pitfalls inherent in today’s fast-moving global economy. Many of our clients are professionals, university professors, and business owners who come to us for advice on the very complex issues involved in retirement planning.
Our high staff-to-client ratio means we can offer more customized service for each client. Clients work with a dedicated team led by an Advisor and Relationship Manager, both of whom are dedicated to working with a limited number of clients. Our branch professionals average 15+ years experience in the financial industry and provide clients with innovative investment and financial planning services.
We look forward to serving you, too.
Learn More About Us
Each team member values developing a long-term, meaningful relationship with each client. We advocate for a future you can’t yet imagine and are the pathfinders to help make it a reality.
When you work with us, you can expect our values to be reflected in every interaction. Because what we stand for is truly what makes us exceptionally amazing.
The discipline of having to put your thoughts in order
with somebody else is a very useful thing.