About Connecticut Financial

“The ability to ask the right question is more than half the battle of finding the right answer.”

Thomas J. Watson, Former CEO IBM

At Connecticut Financial, we have been stewards for an exclusive group of Successful Professionals, Senior Executives, and Business Owners for the past 20 years. We know the questions to ask and how to coordinate the professionals for our clients.

Sadly, research studies suggest that unintended complacency is the root cause of financial mistakes that can cause loss of investment opportunity, net worth slippage, and protection from risk.

In fact, we don’t know what we don’t know 87% of the time.*

Over the past two decades, our process has helped many successful professionals obtain a better understanding of their true financial health while also simplifying their financial life.

*Source: Infosurv Research: https://www.infosurv.com/six-critical-reasons-to-do-marketing-research/

Out of the time-consuming nature of our business, we work on a referral only basis with clients who embrace the bedrock values of trust, honesty, candor, & fairness.

Simply put, Connecticut Financial’s goal is to exceed expectations—first time, every time. To achieve that goal, we always put our client’s interest ahead of any personal considerations.