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Our Story

Optimize and Organize Your Wealth. Achieve Your Goals. Protect Your Dreams.

MW Financial Group, Ltd. is an independent insurance and financial services firm. 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. Since our firm was first founded in 1983, we have assisted individuals, families, and businesses in the Northeast region.

We are dedicated to providing personalized service, building long-term relationships with our clients, and adhering to the highest ethical standards in all of our endeavors. We focus our resources on helping our clients organize, protect, grow, and preserve their wealth by utilizing advanced financial strategies. Our goal is to become our clients’ respected lifetime advisor.

Even though you can’t predict the future, you can plan for it. With a team of more than 60 professionals, our mission is to use our skills and financial knowledge to help you and your family enjoy financial security and prosperity throughout your lifetimes. Your success is our success and we work tirelessly to create the right strategies that may help 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.

Headquartered in Farmington, Connecticut, with additional offices in Waterford and Stamford Connecticut, and Longmeadow Massachusetts, we work with clients in our local community, as well as the greater tri-state area and throughout New England.