Ray Yakaitis is an independent Financial Advisor specializing in conservative, income generating strategies for New England residents at or near retirement. For the last 25 years, Ray had a successful tax practice and has attained numerous licenses and designations to enhance his knowledge in investments and insurance. He is the endorsed advisor for the 2nd largest Estate and Living Trust firm in the country. He is a (CFE) Certified Financial Educator who teaches a variety of topics including financial literacy for employers at their worksite. He is a ChFEBC (Chartered Federal Employee Benefits Consultant) assisting Federal and State employees maximize their benefits. Ray does frequent speaking engagements on timely topics such as Social Security claiming strategies, Medicare planning and College Financial Aid. Even though most retirees have existing relationships with financial advisors, Ray provides a Free Financial Physical enabling a 2nd opinion on investments and insurance and useful strategies.
Ray and his bride of 32 years, Ruth live in Old Saybrook. They have two grown sons, both graduates of UCONN. They are both very active in the community with Ruth serving on the board with the Estuary Senior Center.
1921 Boston Post Road
Westbrook, CT 06498