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American Retirement & Investment Strategies, LLC

14 Fleetwoods Drive


Gloucester

,

MA

01930

Phone:

Joe 978-283-1011,Bill 508-533-7370

Fax:

972-380-0097

E-mail:

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Contact Us

Please feel free to contact us with any questions.

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Neil H. Resnik, LUTCF

OBJECTIVE, FEE-ONLY ADVICE = PEACE OF MIND.

The investment advisory services provided by American Retirement & Investment Strategies, LLC are fee-based only, which we believe is the best way to work in your best interests. Our fees, advice and investment recommendations are fully disclosed and transparent. Once we understand your current situation, risk tolerance, investment time horizon and personal goals, we construct a customized plan that is right for you.  See our Fee Table for 2025.

CONSISTENT RESULTS BASED ON STRONG INVESTMENT PRINCIPLES

At American Retirement & Investment Strategies, LLC we develop and implement investment strategies that we believe are the best way for our clients to preserve and enjoy their wealth.

Our plan is unique to your circumstances and designed to be robust, yet flexible—able to change with you as your life changes.

AN INVESTMENT PHILOSOPHY THAT SETS OUR FIRM APART

Whether you’re an individual investor, the owner of a business, someone already retired and in need of income, or a participant of a 401(k) or 403(b) plan, you can rely on our extensive knowledge and expertise to provide you with time-tested investment strategies that attempt to generate reliable results with a focus on risk.

Contact us for a complimentary initial meeting and find out if our firm is a good fit for your needs.

Explains expanded uses making 529 plans more flexible.

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Offers tips to couples with opposite financial styles for finding balance.

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Encourages older workers to maximize catch-up contributions.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

How much do you need to save each year to meet your long-term financial goals?

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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