Welcome to the
Connecticut Institute of Finance
The Connecticut Institute of Finance works with you to create a comprehensive, affordable holistic plan so you can become financially healthy, wealthy, and wise. You don’t have to be in the upper one percent, but we will treat you like you are. If you have a career and dreams of a bright future, you need the Connecticut Institute of Finance working for you.
Start your journey by clicking the link or calling (203) 371-4242 to set up a meeting.
Our Services
We offer a full range of investment and financial services and have access to a wide array of solutions.
Our Team
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Stay Informed
We strive to build long-lasting relationships with our clients, offering education and guidance.
4 Critical Social Security Facts
Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.
Explore a wealth of information
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.