Podcast - Laurel Wealth Solutions

— Radio

The Retirement Referee Show

Never Miss an Episode! Catch the Steve Caruso Podcast

— Radio

The Retirement Referee Show

Never Miss an Episode! Catch the Steve Caruso Podcast

— Radio

The Retirement Referee Show

Never Miss an Episode! Catch the Steve Caruso Podcast

Your Host

Stephen Caruso, JD, is the President and Founder of Laurel Wealth Solutions.

Stephen holds a Bachelor of Science from Tulane University and his Juris Doctor from Concord Law School. Stephen specializes in retirement-distribution strategies and estate planning.

He strives to educate clients on financial issues such as covering essentials, maintaining lifestyle, preparing for the unexpected and leaving a legacy.

His background includes training advisors at some of the largest financial firms in the country. He can also be found presenting at Universities or even the United Nations.

He is the author of Cookie Cut This! Retirement Distribution Strategies for the Non Conformist.

Learn More About Stephen

“Stephen knows all the rules of the investment game to ensure you and your investments are treated fairly and have the best chance to reach your financial goals.”

Available Via Podcast

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As Seen On:

Stephen Caruso

President & Founder

Laurel Wealth Solutions

Laurel Wealth Solutions location:

Florida

1628 Resolute St.
Celebration, FL 34747

Licensed Insurance Professional

Investment advice is offered through Brookwood Investment Group, LLC, an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940 with its principal supervisory office in Phoenix, Arizona. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services offered, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to our registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.

This website is limited to the dissemination of general information pertaining to the advisory services offered and the services offered by our affiliates solely to gain an understanding of our services so that you may contact us or our affiliates for further information. Please contact us at 480-646-3504 to find out if investment advisory services are provided in the state where you reside.

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