Trumbull Financial Services, LLC

Insurance

929 White Plains Rd

Trumbull, CT 06611

Open Today By Appointment

insurancetrumbull.com

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All Reviews

L
3 years ago
To an Honorable, Brilliant, and Praiseworthy Financial Company
Trumbull Financial Services has over the years provided exceptional business contacts that have contributed outstanding results to the success of our company. Trumbull Financial Services also provided over the decades great products and services to my family, relatives, and friends who, have been financially protected and abundantly blessed monetarily. Jim Esposito, founder and chief executive of Trumbull Financial Services is a real professional investment consultant to family members and my brothers’ CPA firms. He is a dignified,gifted and energetic finance professional who has contributed and dedicated himself in making the financial world safer! Lyle R Wahlberg, President Securitech Locking Device Company Acting Group Commander, USA Veterans Combat Group
Response from Trumbull Financial Services, LLC
Thank You Lyle!
D
3 years ago
Trumbull Financial Services, LLC
"I have known Jim for over 12 years. I have worked with him on a number of occasions and I hired Jim personally. He is very knowledgeable and he provides valuable information that you haven’t heard from other advisors. Jim is personable, a good listener and problem solver. He has an exceptional network of other professionals that can be consulted for those unusual situations. Jim is a top notch advisor and I highly recommend him for a consultation and/or second opinion." Daniel J. Wallace, CPA, MBA, CFP, Shalik, Morris & Company, LLP, Stamford, CT.
Response from Trumbull Financial Services, LLC
Thank you Dan!
V
3 years ago
A Compassionate Professional !
​I have used Trumbull Financial Services for over 25 years. Jim Esposito has helped our company with many plans for the business as well as my personal asset protection needs. He has helped my family and also worked with my CPA and kept us informed on what’s new in the financial services market. Jim is a superb advisor and I highly recommend him. Vinny Bonazzo, President, Mohawk Tool & Die Mfg Co. Inc.
Response from Trumbull Financial Services, LLC
Thank you Vinny!
M
3 years ago
Jim is a pleasure to work with.
Jim is very well connected professionally. His team of tax attorneys and cpas have done an extraordinary job for our company with succession planning, trusts and insurance needs. I am also very pleased with his advice on setting up a tax free retirement plan with exceptional returns and w/o market risk to my assets among other services. I would highly recommend Jim and you can check him out at Google or LinkedIn! Myron Smith, President, Parkway Oil Co. Inc.
Response from Trumbull Financial Services, LLC
Thank you Myron!
G
3 years ago
Trumbull Financial Services, LLC
I have used Trumbull Financial Services for many years. ​ Jim Esposito is a true professional. I have trusted him implicitly for over 30 years with my estate preservation, business planning needs and my retirements plans. He is conscientious and follows through by coordinating the process with other professionals. Jim has continually gone out of his way to be creative with various solutions to issues that are often overlooked by many people. I wholeheartedly recommend that you consider a consultation with Jim. Glenn Gorelick, Vice President, Safe Gaming System, Inc. Las Vegas, NV
Response from Trumbull Financial Services, LLC
Thank You Glenn!
J
3 years ago
I have known Jim for over 25 years and have used him for both annuities, life insurance, disability income and long-term care insurance. He is very knowledgeable about the insurance industry and will do all the necessary research to solve your particular needs both personally and in your business. Because of his many years of experience in the local business community, if needed, Jim is well connected and can bring in other professionals for special situations in legal, accounting or financial services. I highly recommend Jim for a consultation before making any decisions. Joe Langer
Response from Trumbull Financial Services, LLC
Thank You Joe!
R
3 years ago
I've known Jim for nearly 30 years.He has always been an honest and diligent professional, available to help his clients through all types of financial situations.He has shown a remarkable ability to adapt and evolve, offering the latest products to best serve his clients needs. I couldn't recommend him more highly
Response from Trumbull Financial Services, LLC
Thank You Richie!