Client Resources

What's Your Risk Score?

Riskalyze is a tool that helps us as advisors identify the risks our clients are exposed to within their portfolios. Click below to get your no obligation Portfolio Risk Analysis!

CIRStatements

Welcome to CIRStatements.com – your source for consolidated account information! Access your accounts anytime from anywhere in the world on our secure website!

Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

Planing Resources

Collge Funding Calculator
Retirement Income Calculator
Mortgage Calculator


Calculator

Click Here

Tax Resources

Click on one of the categories below to find forms,
explanations, and other tools to help you manage your taxes.

Tax Calendar

Important tax dates for individuals

Tax Publications

Useful tax publications from the IRS

Tax Forms

Most frequently requested tax forms

Tax Rates

Find your federal marginal income tax rate

Our Trusted Partners

CARLSON & CARLSON

BREGMAN & COMPANY, P.C.

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 

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.