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American Retirement & Investment Strategies, LLC

8 Wildebrook Road Medway, MA 02053

Phone:

Joe 978-283-1011

Bill 508-533-7370

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Joseph M. Grella and William E. D'Annibale Managing Partners

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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 2026.

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.

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

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Explores how investment strategy changes once retirement begins.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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

This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much can you afford to pay for a car?

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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