Whether you were referred by a colleague, an advisor, or found us on your own, we welcome the chance to hear about your situation. The first step is a brief introductory conversation to determine whether we are a good fit for each other.
203-903-0336
Connecticut Financial works with clients across the country. Planning meetings can be conducted in person at any of our offices or remotely.
2321 Whitney Avenue, Suite 402B Hamden, CT 06518
1000 Corporate Drive, Suite 700 Ft. Lauderdale, FL 33334
2100 Ponce De Leon Blvd, Suite 600 Coral Gables, FL 33134
The introductory call is a short, 15 to 20 minute conversation with no obligation. We will ask about your financial situation and what prompted you to reach out, and you can ask us anything about how we work. The call is a mutual fit check. We are selective about who we work with, and we want you to be equally confident that we are the right team for your situation.
If there is a fit, the next step is our comprehensive planning process, which begins with building a complete picture of your financial life before any recommendations are made.