30 Suffield Street
Let Us Connect the Pieces to Your Financial Puzzle
Connect Financial Group, LLC. is a boutique wealth management firm that combines a tailored wealth management approach with a foundation of insurance in order to minimize risk. We focus on delivering financial wellness and retirement readiness strategies.
Our goal is to connect the pieces of your financial puzzle to give you confidence.
We stay focused on market trends, so you don't have to.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through your life transitions.
We believe values matter, and we live by ours every day.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."