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CT Financial Partners

CT Financial Partners

金融服务

Glastonbury，Connecticut 431 位关注者

Partnering With You, For The Future.

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关于我们

CT Financial Partners is an independent financial planning firm specializing in comprehensive financial planning, investment management, and retirement income planning. As an independent financial planning firm, we are not affiliated with any bank, mutual fund company, or insurance company. This gives us the freedom to act in your best interest, without pressure to promote a particular product or strategy. This is a model that differs from that of many other financial firms whose representatives are accountable not only to their clients, but also to the parent company that employs them. We know that selecting a financial advisor is a difficult decision. Markets are constantly changing and financial products can be very complex. We pride ourselves on educating our clients so when you leave our office, you will do so with the confidence of knowing you are on track towards financial independence. Securities and advisory services offered through Commonwealth Financial Network?, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CT Financial Partners, 447 Naubuc Ave, Suite 109 Glastonbury, CT 06033 (860) 213-8315. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IL, IN, MA, MD, NC, NH, NJ, NY, NV, OH, OR, RI, SC, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

网站
https://www.ct-fp.com
所属行业
金融服务
规模
2-10 人
总部
Glastonbury，Connecticut
类型
合营企业

地点

  • 主要

    180 Glastonbury Blvd

    Suite 102

    US，Connecticut，Glastonbury，06033

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CT Financial Partners员工

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动态

  • Happy Employee Appreciation?Day! While we value our team every day, today is a special moment to celebrate them. Their dedication, collaboration, and diverse perspectives make all the difference in keeping our office running smoothly. Together, we solve challenges, support our clients, and create a positive workplace. #employeeappreciation

  • Bob Tubridy’s ninth year with CT Financial Partners has arrived! Bob is one of our dedicated financial planners, specializing in crafting unique and personalized retirement plans for his clients. Operating as a fiduciary, he upholds the highest ethical standards, prioritizing his clients' best interests. With his bright smile and positive attitude, Bob brings great energy to the office and keeps morale high. We truly appreciate his hard work and dedication. Thank you, Bob! #workanniversary #9years

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  • We are proud to announce a huge honor!?? ? Forbes Magazine has recognized CT Financial Partners as one of the 2025 Best-In-State Wealth Management Teams. This achievement reflects our unwavering dedication to providing personalized, impactful solutions for our clients and their financial futures.? Forbes utilizes both qualitative and quantitative methodologies to determine eligible teams. Their selection process takes into consideration key factors such as:?? ? Team Dynamics + Specialized Skill Sets?? ? Industry Experience?? ? Assets Under Management??? ? Client Retention + Relationships??? ? Clean Compliance Record?? ? We are deeply grateful to our clients for their trust in us, along with our hardworking team for their passion and commitment to excellence. This recognition motivates us to continue raising the bar and strive for continuous improvement.?? https://lnkd.in/gDZwfYXS?

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  • Celebrating 12 incredible years of dedication and excellence! Lisa has been the glue that holds CT Financial Partners together since the beginning. As one of our first employees, she’s played a vital role in our growth and success, ensuring world-class service with her trustworthiness, efficiency, and unwavering commitment. Lisa, thank you, we are beyond grateful for your hard work and the impact you’ve made over the years. Here’s to many more!? ?#WorkAnniversary #TeamAppreciation

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  • Happy National Investors’ Day! ?? Investing isn’t just about numbers—it’s about planning for your future. Our expertise in financial and investment planning helps clients build customized strategies that align with their goals and risk tolerance. Take a moment today to check in on your investments and make sure they’re working for you! #investing #NationalInvestorsDay??

  • Have you received dividends from your brokerage account? Have you made any changes to your brokerage account? Did you take any money out of your IRA? With tax season here, there’s a common misconception about when these forms are due.?Let’s discuss it and make sure you mark your calendar on the 28th!? #taxseason #1099forms ?

  • Today, we are excited to celebrate Kristen's 7th year with CT Financial Partners. With years of experience as a financial advisor, Kristen has spent the past seven here, making a difference for our clients and our team. Kristen is truly one of a kind. She is known for her dedication, expertise, and ability to build trust with everyone she works with. Here's to many more years—thank you, Kristen. #workanniversary #7yearanniversary #dedication

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