Reservoir Financial

Reservoir Financial Reservoir Financial, LLC offers Professional Financial Planning and Investment Management to fit YOUR NEEDS. www.resfinancial.com

Reservoir Financial offers caring and expertise at the core of everything we do for you. We sit down with you personally to discuss your finances, your hopes for the future and your time horizon. Based on those conversations, we identify financial reservoirs that must be filled in order to achieve your dreams of a satisfying and enjoyable retirement. We develop a financial plan customized for you,

review our recommendations with you to make sure you are comfortable, and make investments for you. Then we monitor your investments to make sure they continue to fit your plan. As a local small business, we are committed to our community and our clients. We want to put over 50 years of financial experience to work for you. Every member of our team shares this perspective and cares deeply about your satisfaction.

Congratulations to Olivia for passing her Series 7 exam! We are so proud of you! Olivia is working hard to get all of he...
07/17/2026

Congratulations to Olivia for passing her Series 7 exam! We are so proud of you! Olivia is working hard to get all of her licensing to become an advisor. If you happen to call the office and chat with Olivia, congratulate her on this great accomplishment! 🎉👏

Happy Independence Day! We hope you are safely enjoying the holiday with friends and family. We will resume normal busin...
07/04/2026

Happy Independence Day! We hope you are safely enjoying the holiday with friends and family. We will resume normal business hours on Monday, July 6th!

Happy Father's Day!
06/21/2026

Happy Father's Day!

Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance...
06/17/2026

Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has continued to spread to the rest of the country and beyond. On this day, we have an opportunity to affirm once more the universal right to life, liberty, and the pursuit of happiness for every human being.

We hope that you will join us on June 19, in reflecting upon how far we have come, how far we have yet to go, and how we can continue to advance the cause of freedom and justice across our communities and around the world.

In observance of Juneteenth, our office will be closed on Friday, June 19th. Regular hours will resume Monday, June 22nd.

We enjoy getting out in the community! Olivia enjoyed this fun chamber event while making connections with other local b...
06/16/2026

We enjoy getting out in the community! Olivia enjoyed this fun chamber event while making connections with other local businesses. We hope to see you out and about!

Such a great group of inspiring women! See if you can spot Olivia in attendance. 😊
06/05/2026

Such a great group of inspiring women! See if you can spot Olivia in attendance. 😊

Travel can feel very different once time is no longer tightly scheduled. For many, it becomes less about fitting a trip ...
06/03/2026

Travel can feel very different once time is no longer tightly scheduled.

For many, it becomes less about fitting a trip into the calendar and more about deciding how they want to spend their time. Whether that means staying longer, traveling more often, or bringing family along, those choices often reflect years of thoughtful decisions.

It may be worth revisiting how travel fits into your overall approach—especially as priorities continue to evolve. Reach out to your financial professional to discuss how your strategy can support the adventures you've earned.

06/01/2026

🎓 Do you have college students who are home for the summer? Or future college-bound children? Summer is a great time to talk to them about money!

💬 Whether it's learning to budget, building credit, or understanding paychecks, a little financial education at home sets the stage for smart choices later.

🤝 Parents + students: Let's use this time to help build habits that last well beyond graduation. Reach out today or tag a friend below!

Phil was on the WILI-AM radio show with Wayne Norman! If you missed it here’s a link:
05/27/2026

Phil was on the WILI-AM radio show with Wayne Norman! If you missed it here’s a link:

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Address

205 Storrs Road
Mansfield Center, CT
06250

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18604232845

Website

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