MW Financial Group, Ltd. is an independent insurance and financial services firm assisting individuals, families and businesses in the Northeast since 1983. For more than a quarter of a century, we have been a leading provider of comprehensive wealth planning services and a recognized leader in our field.
Optimize your wealth. Plan for the future. Achieve your goals. Protect your dreams.
We are dedicated to providing personalized service in creating a plan that is uniquely yours. We are committed to building long-term relationships with our clients, and adhering to the highest ethical standards in all our endeavors. We focus our resources on helping our clients to organize, protect, grow and preserve their wealth by utilizing advanced financial strategies.
Our goal, is to become your trusted lifetime advisor. With a team of over 60 professions, our mission is to use the skills and financial knowledge to help you enjoy financial security and prosperity throughout your lifetime. We work to create the right strategies that optimize your wealth-building potential and financial well-being. We provide a comprehensive array of services and specialize in insurance, retirement, estate, investment and executive benefit planning.
You can’t predict the future, but you can plan for it.
Our corporate office is located in Farmington, CT., with additional offices in Westport, and Waterford, CT.
Categories: Financial Services