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
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...
It is hard to avoid getting dragged down by the current news cycle; deficits, inverted yield curves, negative yields in the Eurozone, tweets, trade disputes, the Red Sox’s pitching staff. Did I mention tweets? No one could be faulted...
Saving for retirement is a difficult endeavor. So why do it alone? The good news, for folks that are fortunate to have access to an employer-sponsored retirement plan, is that you don’t have to go it alone. Charlie...
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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