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
While You Are Waiting The market is down, but let’s keep some perspective. The U.S. stock market has delivered gains in 64 out of the last 94 years, dating back to 1928. According to First Trust Advisors, during this time the average Bull Market...
I have recently returned from an annual Cambridge Investment Research advisor symposium, at which I attended a variety of presentations related to current market conditions. One of the speakers was Dr. Claus te Wildt, a PhD in Finance currently...
This blog article is for those of you that appreciate some degree of fundamental analysis, and the chartbelow tells a story that is very relevant to our investment models for 2022. This fall we started to seearticles in the financial press...
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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