With over 50 years of financial industry experience, CT Financial Partners was founded with a
mission to provide the best possible financial advice. We pride ourselves on our ability to offer
guidance on more than investments and insurance. We are comprehensive wealth consultants, focusing
on everything from coordinating and managing your retirement income to estate planning.
Our client-first philosophy dictates that we develop a customized plan designed to pursue your objectives. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Insurance and Annuity Licenses
Masters Degree In Finance - Finance
Certified Financial Planner - Financial Planning
Chartered Financial Consultant - Financial Planning
B.S. Finance - Finance
This communication strictly intended for individuals residing in the states of CT, FL, MA, NC, RI, SC, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.