"Money is to be respected. The worst thing that you can do is to manage another person's money without respect for how hard it was to earn."

T. Boone Pickens, Jr.

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 – integrity, commitment, flexibility, and kindness. We pride ourselves on incorporating these values into each and every one of our client relationships.

Our Mission

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.

Our Services

We work in partnership with our clients as stewards of their financial futures:

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Asset Management

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.

Financial Planning

We customize a plan that integrates our client’s objectives within a larger, overall financial strategy. We evaluate each client’s income and expenses, net worth, liquidity, college savings, investment approach and performance, retirement planning, tax efficiency, and estate planning.

Risk Protection

Most people work hard to build wealth, few take the time to properly protect the assets that they 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!

Our Trusted Partners

Carlson & Carlson

Bregman & Company, P.C.

Latest Blog

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Our Newsletter

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Contact Us

Riverside Financial Group, LLC

Office: (203) 409-6253
Mobile: (203) 848-4307
Fax: 203-637-5165

15 Wilmot Lane
Riverside, CT 06878
Series 7, 63, 65

cdear@rfginvest.com 

Client Access

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Client Resources

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.

This communication is strictly intended for individuals residing in the states of: CA, CO, CT, FL, IL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, RI, VA, VT, and WI

This site may contain third-party links. The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.