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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

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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.

Offers practical holiday shopping tips to save time and money.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Use this calculator to estimate how much income and savings you may need in retirement.

This calculator can help you determine whether you should consider converting to a Roth IRA.

How much can you afford to pay for a car?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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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