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.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Five phases to changing unhealthy behaviors.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What are your options for investing in emerging markets?
How will you weather the ups and downs of the business cycle?