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Lee Giordano
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(203) 693-7008(203) 693-7008
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Meet Lee Giordano
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.
licensed in
CT, GA, MD, NC, OH, SC, VA
professional background
Joined Bankers Life in 2008Became a Financial Representative in 2018Began work in the Insurance Industry in 2008Education: University of CT - B.S. in Economics. Graduated from St. Joseph High School in Trumbull, CT with honors
designations received
Company Recognitions: Million Dollar Round Table, Executive Council, President's Honor Circle EliteInsurance Designations: Certified in Long-Term Care® (CLTC®)Financial Representative Designations: Limited Securities Representative: Series 6, State Registrations: Series 63, Uniform Exam: Series 65
personal background
Family: Only child. Married to my wife Nicole for 9 years. Two daughters Carmella age 7 and Gianna age 4Community Involvement: Greater New Haven Chamber of Commerce St. Elizabeth of the Trinity Parishioner Alzheimer’s Association Fund Raising, volunteered at Shelton Boys and Girls Club
Lee Giordano, Bankers Life Agent and Bankers Life Securities Financial Representative in Milford, CT
8:30 AM - 5:00 PM 8:30 AM - 5:00 PM 8:30 AM - 5:00 PM 8:30 AM - 5:00 PM 8:30 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(203) 877-7100(203) 877-7100
Direct Phone:
(203) 693-7008(203) 693-7008
Cell Phone:
(203) 464-6431(203) 464-6431
Branch Info
185 Plains Rd
Ste 205W
Milford, CT 06461
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:30 AM - 5:00 PM |
| Tuesday | 8:30 AM - 5:00 PM |
| Wednesday | 8:30 AM - 5:00 PM |
| Thursday | 8:30 AM - 5:00 PM |
| Friday | 8:30 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in Milford, CT
Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
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Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Lee Giordano
5.0
Rating 5.0
(274 Reviews)- January 13, 20265.0 out of 5.0Rating 5.0Lee presented different extended care options to us, and made everything clear. We are very happy with him coming here to help us with our needs
- January 12, 20265.0 out of 5.0Rating 5.0Lee was very knowledgeable of everything he presented to me in reference to Medicare and life insurance planning. I highly recommend him to anyone looking for financial services
- January 8, 20265.0 out of 5.0Rating 5.0I’ve been working with Lee for over a decade when it comes to my insurance needs. I am satisfied with his services and highly recommend.
- January 8, 20265.0 out of 5.0Rating 5.0Lee is the most professional person that I've ever dealt with. He helped me with my life insurance, my investments and extended care planning. I'm very happy that he helped me with all of this and I just find him to be a wonderful person
- December 30, 20255.0 out of 5.0Rating 5.0Lee provided very good service when it came to my Medicare and retirement planning.
- December 30, 20255.0 out of 5.0Rating 5.0I have worked with Lee for many years. He is knowledgeable and with his recommendations I feel I am well covered financially and medically.
- December 30, 20255.0 out of 5.0Rating 5.0I'm very happy with Lee's service. His advice has been very useful when it comes to financial advice and investments.
- December 29, 20255.0 out of 5.0Rating 5.0Lee is very professional, knowledgeable and helpful. I could tell he is sincerely trying to help his clients with all aspects of life.
- December 25, 20255.0 out of 5.0Rating 5.0Lee helped me and my husband with our Medicare plans for next year. He compared all the plans available and made it very easy for us to decide.
- December 24, 20255.0 out of 5.0Rating 5.0Lee has been our agent for many years. He has helped us with investments and insurance policies so that we will be covered for a multiple of problem. I find him easy to work with and understand,
- December 22, 20255.0 out of 5.0Rating 5.0Lee helped me to make sure I wouldn’t get faced with large medical expenses in case I was hospitalized. He also helped me with investing. Highly recommend
- December 22, 20255.0 out of 5.0Rating 5.0I appreciate the service Lee provided to me. It was very informative and self explanatory.
- December 18, 20255.0 out of 5.0Rating 5.0I am glad that Lee stopped by and understand more about the insurances that I have. I was confused before but Lee explained things very clearly for me.
- December 18, 20255.0 out of 5.0Rating 5.0The service that Lee has always provided is an advantage for me and my family. He is very easy to talk to and explains everything perfect
- December 18, 20255.0 out of 5.0Rating 5.0Lee is wonderful to work with. He explains everything so that I fully understand my insurance and investment options
- December 10, 20255.0 out of 5.0Rating 5.0Lee was working with my parents for several years and now helps me when it comes to managing my finances and insurance needs. I’ve been very pleased working with him and highly recommend him to others.
- December 9, 20255.0 out of 5.0Rating 5.0I highly recommend Lee Giordano as a dedicated and knowledgeable financial representative. From our initial meeting to developing a long-term plan, Lee has consistently provided exceptional service that genuinely puts my interests first.
Here are a few aspects of my experience that stood out:
Expertise and Clarity: Lee's knowledge of the complex world of insurance and investments is impressive. He has a unique ability to break down intricate financial concepts into clear, understandable terms. - December 2, 20255.0 out of 5.0Rating 5.0Very friendly. Takes care of people’s needs and makes me very comfortable.
- December 1, 20255.0 out of 5.0Rating 5.0Lee has been working with me for years and has provided excellent service and is extremely professional.
- November 18, 20255.0 out of 5.0Rating 5.0Lee provides excellent service above and beyond what I've normally received in the past. I thank Lee very much for all the work he's done for helping an elderly person
Displaying reviews 1 - 1 out of the 20 most recent
Frequently Asked Questions
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Lee
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (203) 464-6431 or fill out the form. I’ll be in touch soon.
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