Jason Apruzzese, CRC<sup>®</sup>

Jason Apruzzese, CRC®

VP, Ion Bank
Infinex Financial Advisor

Office: 860.307.0507
E-mail:

Website: Visit my web site!

 

Jason Apruzzese is a Financial Advisor with Infinex Investments and Vice President at Ion Investments.  With 14 years of experience in wealth management, Jason has helped clients navigate not only the longest bull market in history but also two severe bear markets.  Jason believes in a holistic, process-driven approach that is centered around each of his client’s unique needs.  This approach develops long lasting successful relationships with his clients.  The core tenants of his planning are:

  • Asset management
  • Risk management
  • Retirement income planning
  • Access to Estate planning1
  • Small business planning
  • Employee benefits

As an accredited Certified Retirement Counselor®, Jason maintains an adherence to a code of ethics and a commitment to the retirement planning profession.  Additionally, he holds Series 6, 63, 65, and 7 registrations and Life and Health insurance license.  Jason lives in New Hartford with his wife Kristen and sons Miles and Owen.  In his spare time, he enjoys coaching high school soccer and is an avid skier.

 

Request a Call From

 
 
 
 
 

Services

Asset & Risk Management

 

Artboard 10 Created with Sketch.

Retirement & Financial Planning

 

Artboard 79

Business Owners & Employer Plans

 

 
Untitled-4

Access to Estate & Legacy Planning

 

College & Life Event Planning

 

Life Insurance & Annuities

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck