top of page
Digital financial data over city skyline
Colorful beach chairs on sand by ocean, under palm tree
Beach signpost with 'RETIREMENT' pointing right towards the ocean.
Lighthouse and buildings on rocky coast under blue sky

American Retirement & Investment Strategies, LLC

8 Wildebrook RoadMedway, 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

Lighthouse shining beam over ocean with purple sunset

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.

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

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explains special costs and financial implications of condo ownership.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Describes how Roth accounts can generate tax-free retirement income.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explains benefits of employee-stock ownership plans for succession planning.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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