Fiduciam Financial - Connecticut

07/18/2026

Join us in wishing a very happy birthday to Client Concierge Nickel Bushong! We hope your day is filled with celebration and your year ahead is full of continued success, memorable moments, and all the best life has to offer. We’re so lucky to have you on the team!

https://bit.ly/45c2pP4

07/16/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

07/14/2026

Register now!

Join us on July 16 for We Built This City – Breaking Ground on AI & Policy Promises in 2026.

We’ll explore key economic trends, the growing impact of AI, and what’s shaping markets this year.

RSVP required:
📞 203.755.2222
📧 [email protected]

https://bit.ly/4bHwoSB

07/14/2026

Tuesday Testimonial Spotlight: Mehdi Azizi

At Fiduciam Financial, building lasting relationships and helping clients feel confident in their financial future is at the heart of what we do. We're grateful for the trust our clients place in us and honored to share their experiences.

If you or someone you know could benefit from guidance and personalized financial planning, we’d love to connect.
📞 203.755.2222
📧 [email protected]

To learn more about Mehdi and our team, click the link below and visit our advisor bios!

https://bit.ly/4vz3vPR

07/09/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

07/07/2026

Tuesday Testimonial Spotlight: Allison Becker

In uncertain times, having a trusted advisor can make all the difference. Ally's clients shared how much they value her guidance and the confidence she brings to their financial journey.

If you or someone you know could benefit from guidance and personalized financial planning, we’d love to connect.
📞 203.755.2222
📧 [email protected]

To learn more about Ally and our team, click the link below and visit our advisor bios!

https://bit.ly/4aGU8WD

07/07/2026

REMINDER!!!

Join us on July 16 for We Built This City – Breaking Ground on AI & Policy Promises in 2026.

We’ll explore key economic trends, the growing impact of AI, and what’s shaping markets this year.

RSVP required:
📞 203.755.2222
📧 [email protected]

https://bit.ly/3SEtw2u

07/02/2026

Our office will be closed on July 3rd in observance of the Fourth of July holiday. We hope everyone has a wonderful weekend filled with family, friends, and celebration. Stay safe and Happy Fourth!

07/01/2026

Happy 2 Year Anniversary to Business Development Coordinator Colleen Worgan! We’re so grateful to have you as part of the team and appreciate all that you do. Here’s to your continued success—we look forward to all that lies ahead!

https://bit.ly/4wi3H6y

06/30/2026

Join us on July 16 for We Built This City – Breaking Ground on AI & Policy Promises in 2026.

We’ll explore key economic trends, the growing impact of AI, and what’s shaping markets this year.

RSVP required:
📞 203.755.2222
📧 [email protected]

https://bit.ly/4woTXYx