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Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

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.

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