At MW Financial Group, Ltd., we have the resources and knowledge to develop a plan that is uniquely yours. We seek to offer our clients the highest level of service. The following are just a few of the advantages of working with us:
An Experienced Team
At MW Financial Group, Ltd., we have a team of more than 60 professionals who share a commitment to doing the right thing for our clients. We always hold ourselves to the highest of standards.
Many of our associates hold advanced designations such as Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Certified in Long-Term Care (CLTC). By staying up-to-date with the latest changes and updates in the financial services industry and obtaining specialized credentials, we believe we may better serve our clients and inform them of critical elements that may affect their financial strategies.
Technology and Tools
At MW Financial Group, Ltd., we offer an array of specialized services and strategies that will address virtually all of your financial needs. The Living Balance Sheet® is one state-of-the-art planning tool that sets us apart. It provides you with a detailed, holistic view of your financial world at any given time and helps us work with you to model and address a variety of financial scenarios and outcomes. Learn more about the Living Balance Sheet® here.
We are proud to serve our local Connecticut community, as well as the greater Northeast area. We believe in supporting our community and lending a helping hand to those in need. Our firm is proud to support a number of charitable and civic organizations, including Petit Family Foundation, Make-A-Wish® Foundation of Connecticut, Connecticut Visiting Nurse Association, Crohn’s and Colitis Foundation (Connecticut chapter), United Way, Habitat for Humanity, and American Red Cross of Connecticut.