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Local Realtor and Financial Advisor discuss First Steps to Grow a Portfolio




This business is part of Rob Rosa's 5 Star Referral Center. Check it out here:  https://robrosa.5starreferralcenter.com/

Rob Rosa's 5 Star Referral Center is a place to find the best people, products and experiences that central CT area has to offer. These are the people, products and experiences we have vetted, used and trust to recommend to you. The best part is you can’t buy your way in. Once inside the 5 Star Referral Center you will find the businesses that have made my friends and clients happy for years! And we have assembled them all in one place to share with you.

Rob Rosa, local real estate expert with Berkshire Hathaway HomeServices New England Properties, interviews Utpal Parek, a Financial Advisor at People's Securities Inc.  He is trustworthy and professional.  When helping people he utilizes an integrated approach, helping clients become more aware of their personal finances, future needs and how one financial decision impacts another. He works closely with clients to help them achieve their goals. His financial services include: Retirement planning, Education planning, Estate planning, Risk Management, Insurance Needs, Investment Planning and Funding for a Major Purpose.
Location: Wethersfield, CT, USA

About Me

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Rob Rosa, Berkshire Hathaway NE Prop.
My focus is helping people increase their lifestyle. I love my huge family and work tiredlessly to help them and my clients everyday. I have been working in real estate since 2000. I have been awarded numerous Top Agent awards and am currently ranked in the Top 1% of the Berkshire Hathaway HomeServices global network, over 52,000 agents. I am also the Founder and Instructor of Rubicon Crossings School of Real Estate: offering state of CT approved pre-licensing class, get info at http://ctrealestateschool.info. My extensive experience is: top producing sales and marketing executive focused on quality service and relationship building. Have over 30 year’s experience helping people in busines, including with two Fortune 100 companies; UPS, UHG and Berkshire Hathaway HomeServices: project management, mortgage lending, residential, commercial and franchise sales, property management and real estate education leader. I live in East Hartford and work all over central CT. My office address is 196 Berlin Turnpike #5, Berlin, CT 06037 and I have been involved in many events in Rocky Hill and Glastonbury. I look forward to helping you every way I can.

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