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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
Lee GiordanoFinancial Advisor - Milford, CT
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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, 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 |
2026 Top Award Winner
I’m proud to be recognized as one of the Bankers Life 2026 Top Award Winners*, having achieved excellence in personal and/or office sales goals during 2025.
By representing the company as the “Best of the Best”, I understand the unique financial challenges my clients face, and I’m passionate about being a partner they can trust.
*The Top Award Winner program is a Bankers Life internal incentive awarded to top performing managers and agents based on certain defined criteria.
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.
Explore
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 4.9
(293 Reviews)- August 11, 20265.0 out of 5.0Rating 5.0Great customer service
- August 6, 20264.0 out of 5.0Rating 4.0Very knowledgeable Able to answer all my questions Down to earth approach to things would highly recommend
5 out of 5 stars - August 3, 20265.0 out of 5.0Rating 5.0Lee provided to me good service regarding my extended care coverage with Bankerslife. Highly recommend for your Medicare planning needs.
- July 23, 20265.0 out of 5.0Rating 5.0Lee was so very helpful with his advising me on all my insurance needs. And he’s always available by phone!
- July 23, 20265.0 out of 5.0Rating 5.0Lee was able to help us with our Medicare options and save us a significant amount of money on our prescriptions.
- July 21, 20265.0 out of 5.0Rating 5.0Lee Giordano has been working with my mom for years and has provided great service. Unfortunately we met under the circumstances after my mom passed away. Lee expressed his condolences and explained the process very clearly. Lee made the entire process painless and possible. I really appreciate his time, working with my mom and all his efforts
- July 21, 20265.0 out of 5.0Rating 5.0Lee was very informative and answered all the questions I had regarding my insurance, and how it works, without hesitation.
- June 22, 20265.0 out of 5.0Rating 5.0Lee explains in detail all necessary information on insurances that im covered for. Highly recommend for Medicare and Financial Planning
- June 4, 20265.0 out of 5.0Rating 5.0Lee reviewed my 401ks and better ways to protect my money, so i can have it for retirement
- May 18, 20265.0 out of 5.0Rating 5.0Lee is alays professional and explains things well. He always answers all my questions and is very thorough.
- May 15, 20265.0 out of 5.0Rating 5.0I found Lee to be very efficient and knowledgeable. He made me aware of policy information I was not aware of prior.
- May 15, 20265.0 out of 5.0Rating 5.0Lee discussed with me my benefits within my long term care policy and I was very happy with his service.
- May 6, 20265.0 out of 5.0Rating 5.0Very knowledgeable and explains! Excellent service.
- May 1, 20265.0 out of 5.0Rating 5.0Lee has explained everything plain and clear for me and my kids in reference to my life insurance policy. I feel relieved knowing that my policy kicked in right away and I didn’t have to wait years to do so.
- April 20, 20265.0 out of 5.0Rating 5.0Lee explained everything appropriately and was able to understand the options that I had with my Medicare planning
- March 16, 20265.0 out of 5.0Rating 5.0Lee and Karen are A-1!! They always explain everything in detail and are customer oriented.
- February 27, 20265.0 out of 5.0Rating 5.0Lee has provided excellent service for all aspects of my retirement. He made it easy for everything to be in one place, so that my children only need to contact him for my all affairs
- February 19, 20265.0 out of 5.0Rating 5.0Lee protected my money, which is what's most important to me at this stage in my life
- January 26, 20265.0 out of 5.0Rating 5.0Lee was very concise, knowledgeable and explained everything in detail regarding my Medicare options.
- 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
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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