Mastri Financial helps individuals and families protect what they've earned, grow their assets responsibly, and build reliable income for the future.
Mastri Financial was built on the belief that financial success comes from discipline, planning, and long-term thinking. The same principles that build successful businesses and strong careers also build strong financial futures.
Financial planning should be built the same way as any successful business or well-built system — with planning, discipline, and long-term thinking.
Financial strategies designed to generate reliable retirement income and protect savings from the volatility of the open market.
Mastri Financial specializes in life insurance and annuity strategies designed to protect families, generate income, and build long-term financial security.
Life insurance is one of the most important financial tools for protecting the people who depend on you and the assets you've built. Not just a policy — a financial protection strategy designed around your family, home, and business.
Ensures your home remains a sanctuary even during a health crisis. Unlike traditional life insurance, our plans feature Living Benefits — accelerated death benefits you can access while still alive if diagnosed with a qualifying terminal, chronic, or critical illness.
Eliminate the financial burden of end-of-life costs. These simplified policies provide immediate liquidity for funeral expenses and medical bills, ensuring your loved ones have peace of mind when they need it most.
Businesses fail when they lose a critical player. We provide the capital needed to hire a replacement, settle debts, and maintain operations — protecting the legacy you've worked years to build.
Volatility is the enemy of a successful retirement, but you shouldn't have to sit on the sidelines to stay safe. We specialize in Fixed Indexed Annuity (FIA) strategies that act as a "Personal Pension" — architected to shield your principal from market downturns while still capturing the market's upside potential.
For 13 years, I've operated Mastri Appliance here in Connecticut. In the repair business, there is no room for "maybe" — either a system works, or it doesn't.
I founded Mastri Financial on that same blue-collar discipline, technical precision, and a "no-BS" approach to problem-solving. I've seen firsthand how a single "broken part" in a financial plan — like a market crash or an unexpected illness — can stall a family's progress. My mission is to help you "troubleshoot" your retirement and insurance strategies before a breakdown happens.
As a brokerage, Mastri Financial is built on a foundation of accountability and transparency. I work for my clients — not the insurance companies. Being independent gives me the tactical edge to shop the entire market, ensuring we find the specific tools that fit your goals, rather than forcing you into a one-size-fits-all product.
"Whether we are shielding your home through Living Benefits or executing a Strategic Rollover, my focus is on protecting the legacy you've worked a lifetime to build."
— Jimmy Mastri, FounderA strong financial plan starts with a clear strategy and disciplined execution.
Every strategy starts with understanding your situation. We evaluate your financial goals, family needs, and current assets to determine what solutions may best support your long-term plans.
Using tools like life insurance and annuity products, we create a tailored financial approach designed to protect your assets and support future income.
Once a strategy is in place, we help you implement the plan and stay aligned with your long-term financial objectives.
