Who We Are
Although we are independent, we are not alone. We have aligned with one of the most respected independent Registered Investment Advisor (RIA) firms, Cambridge Investment Research Advisors, Inc., and share their core values of integrity, commitment, flexibility, and kindness. We pride ourselves on incorporating these values into each and every one of our client relationships.
Our mission is to deliver family office level services to individuals and organizations. We understand that financial goals are interwoven with life goals, and we bring our considerable experience to the multi-faceted process of helping you achieve them. We place the greatest emphasis on the quality and sustainability of our client relationships, and living up to the spirit of the “Best Interest of the Client” rule.
The process of investment management is highly individualized and should not be thought of as pre-packaged. We believe that capital preservation is as important, if not more, than capital growth-particularly in a turbulent economy.
We customize a plan to more clearly define your goals and objectives, and to outline and implement the necessary steps to achieve them. Our approach involves regular follow-up to verify the level of progress toward each of your goals, and to make needed adjustments to the plan.
Most people work hard to build wealth. Few take the time to properly protect the assets they have, or will need in the future. Building a solid financial foundation means being prepared for the unexpected. The proper insurance coverage can make the difference between financial harm and stability.
Prioritize Your Savings
There is no time like the present to start, increase, or prioritize your savings for retirement. There are strategies for all income levels and budgets. Contact us today – we’ll make time for you!
Latest Blog Posts
I have a friend who owns and operates a small specialty machine tool sales and service company. His customers own machine shops and factories in the northeast. Thus far in 2021 his business is already up 160% over his 2019 levels. Some of this...
Volatility is back, with the U.S. equity market suffering a few tough weeks reminiscent of the dramatic action in 2020. Since their respective peaks on February 12, the S&P 500 Index has declined -5%, and the tech-heavy NASDAQ -10%. There is no...
What do the numbers 1.52 million and 30,269 have in common? They are both all-time highs; in the US Covid-19 infection count, and the Dow Jones Industrial Average.
Riverside Financial Group, LLC
Office: (203) 409-6253
Mobile: (203) 848-4307
15 Wilmot Lane
Riverside, CT 06878
Series 7, 63, 65
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge, Riverside Financial Group, LLC and Carlson & Carlson are not affiliated.
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