Our Results

“We cannot solve our problems with the same thinking we used when we created them.”

Albert Einstein, Scientist & Nobel Prize Winner

The independent, advisor agnostic perspective we provide translates to significant value creation for our clients.

They know we have one mission: to protect and grow their wealth responsibly, regardless of their profession. Let us demonstrate how we can do for you what we have successfully done for many other clients.

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The Wall Street Investment Banker

Longtime Connecticut Financial client. Family man in his late forties. Experienced deal maker for a leading Wall Street Investment Banking Firm. Specializes in high profile, high value transactions in excess of $1 billion.

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Senior Corporate Attorney

A Senior Partner at a major New York law firm in late forties. She and her husband have significant excess income and previously handled their financial matters using a do-it-yourself strategy.

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Business Owner

60-year-old business owner located in midtown Manhattan. Stable, below-the-radar, second generation manufacturing and distribution company. Married with three adult children, all of whom are married with children of their own.

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C-Suite Executive

Longtime member of Senior Management at $2B annual revenue multinational corporation. His wife, a trained actuary, participates in their financial decision-making process while managing the household and their two kids.

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Connecticut Financial LLC

2321 Whitney Ave, Suite 402B
Hamden, Connecticut
06518-3519

Our Second Office

MM 1000 Corporate Drive, Suite 700
Ft. Lauderdale, Florida
33334-3638

General Inquiries

Email: info@ctfservices.com
Office: 203-281-1122
Toll-Free: 877-755-8242
Fax: 203-903-0336

Broker Check

Check the background of your financial professional on FINRA’s BrokerCheck

View Our Customer Relationship Summary

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Raymond J. Kubick CFP® is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Telephone: 413-539-2000. Connecticut Financial, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CRN202507-2726261