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 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.
We work in partnership with our clients as stewards of their financial futures:
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 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.
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!
Latest Blog Posts
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.
Elections matter, but not so much to your investments Election years can be fraught with uncertainty as developments surrounding the candidates, their platforms, and their predicted effects on the economy and markets dominate the news. But should...
2019: An Unexpected Result Wow – great year! But do you remember how we felt in January 2019? Investor sentiment was quashed by a -9.2% correction in U.S. stocks in December 2018, and the anti-growth political events of the...
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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