George R. Repasky
George R. Repasky
CFEd®
Phone:
860-866-4565
E-mail:
George@HelpToRetire.com Investment Advisor Representative
Employer’s Resource for Company Financial Education Workshops
George R. Repasky is an Investment Adviser Representative and insurance professional based in New Milford, CT. George concentrates his efforts on creating retirement strategies for his clients that help them to achieve financial security through risk management and careful planning.
Starting his financial career as part of an accounting team at IBM Corporation in 1988, George spent over 25 years working for large companies as a business consultant and tax analyst before branching off to offer accounting support to local small businesses. It was during this time that George noticed that many of his clients had a real need for Financial Planning services, and became licensed as a life and health insurance agent to offer further help. He later obtained his Series 65 license, allowing him to offer investment services to individuals and companies throughout the state.
As an Investment Adviser Representative, George has a fiduciary duty to act solely in the best interest of his clients, offering fee-based investment advisory services. Additionally, George works with nationally ranked money managers to offer a number of portfolio styles to best suit the individual needs of any of his clients.
Focusing on educating the individuals he works with, George is able to guide them on matters pertaining to:
- Tax intelligent investing
- Protecting and preserving hard-earned assets
- Medicare solutions
- Reduced-cost health insurance for self-employed & small business owners
In 2019, George received his Certified Financial Educator (CFEd®) designation which is awarded to individuals who have extensive knowledge of financial services, as well as experience in the area of teaching and instructing adults on matters of finances.
Married since 2014, George and his wife Julene reside in New Milford, Connecticut. He enjoys spending time outdoors, and often visits the mountains to ski throughout the winter. In the summer, he can be found enjoying the crashing waves of the Atlantic ocean.
Education & Licensure
- Bachelors of Science, Finance & Accounting, Western Connecticut State University (1989)
- Masters of Business Administration, Information Systems Management, Fordham University (1996)
- Series 65 Licensed
- Life & Health Insurance Licensed
- Certified Financial Educator (CFEd®)
