A Preeminent Full Service Financial Services Firm
Connecticut Financial Group was founded in 2014 by our current Managing Partners, Arthur Kelleher and Peter Osborne. Arthur and Peter had previously worked for large, big name firms that claimed to work in the best interest of the client. Frustrated with this and recognizing the growing conflicts of interest, Arthur and Peter decided to start their own wealth management firms in 2003 and 2004, respectively and subsequently merged their two firms together in 2014, creating Connecticut Financial Group.
We have built a successful practice on a foundation of trust, providing out clients with unbiased and objective advice tailored to their needs and goals. We believe our largest asset is our independence. Our affiliation with LPL Financial ensures this independence. To our clients, independence means we are free to recommend only the strategies and investment products that are in their best interest.
We are financial confidants for our clients. When a new client hires us we immediately assess their current financial situation and develop a lifetime financial plan and investment strategy for them. The financial plan is reviewed annually and amended when there are any changes in the either the clients' current financial status or future goals. Investment portfolios are monitored continually and will be modified based on changes in the clients' financial plan or due to changes in the economy or events in the financial markets. We pride ourselves on the high level of service we provide to our clients. We send out regular newsletters highlighting various financial planning topics, market updates and economic events. We respond promptly to all client inquires and treat each client with the highest level of professionalism and respect.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding how capital gains are taxed may help you refine your investment strategies.
How to help determine life insurance needs to provide for your family after you pass away.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The item most homeowners forget on their home improvement project checklist is insurance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What is your plan for health care during retirement?
Even low inflation rates can pose a threat to investment returns.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The decision whether to buy or rent a home may have long-term implications.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.