Fiduciam Financial - Connecticut

10/23/2026

We're thinking of those in our Connecticut community who may be affected by recent workforce reductions. Periods of transition can be stressful, especially when important financial decisions need to be made. Our team has experience helping individuals evaluate retirement plan options, manage cash flow, and build a plan for what's next. If we can be of assistance, we're just a phone call away. www.FiduciamFinancial.com 203-755-2222 [email protected]

10/22/2026

We hope you will join us for our estate planning webinar on October 28th at 12:30pm to be presented by our very own Allison Becker, Private Wealth Advisor together with Mike Curley, attorney and founder of Guided Legacy Law LLC . Please share with friends and family who may also benefit. Registration is required in order to receive the link. Please visit our website to register. https://bit.ly/4eMFmzv

10/20/2026

We are incredibly grateful for the trust our clients place in us. Thank you to Tony & Laura for sharing their kind words and for allowing us to be part of your financial journey

10/17/2026

Please join us in wishing Private Wealth Advisor Leigh King a very happy birthday! Leigh, thank you for your dedication, leadership, and commitment to serving our clients and team. We hope you have a wonderful birthday and a year ahead filled with happiness, success, and many reasons to celebrate.

https://bit.ly/4i6g7JB

10/16/2026

We hope you will join us for our estate planning webinar on October 28th at 12:30pm to be presented by our very own Allison Becker, Private Wealth Advisor together with Mike Curley, attorney and founder of Guided Legacy Law LLC . Please share with friends and family who may also benefit. Registration is required in order to receive the link. Please visit our website to register. https://bit.ly/3WfdfTf

10/15/2026

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

10/14/2026

Reminder - Webinar Tomorrow!
Join Us for Our Two-Part Webinar Series: Navigating Market Risk Around the Election

We invite you to join us for the first webinar in our two-part series, focused on understanding market risk surrounding the upcoming election.

📅 Part 1: Pre-Election Market Risk October 15 at 1:00 PM

📅 Part 2: Post-Election Market Risk Monitor November 19 at 1:00 PM

During these sessions, we'll discuss key market considerations before the election and review market trends and risks following the election results.

To register, please visit our website or email us at [email protected].

We look forward to having you join us! Thank you.

https://bit.ly/4s3WO8j

10/13/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

10/12/2026

We're excited to introduce Grace O’Shaughnessy, our newest Client Service Coordinator! Whether you're seeing her friendly face at the front desk, hearing her voice on the phone, or connecting with her behind the scenes, Grace is dedicated to providing exceptional support and helping create a welcoming experience for our clients and advisors. Welcome to the team, Grace!

https://bit.ly/3UjS1mE

10/08/2026

Please join us in wishing our Business Development Consultant, Betsy Hole, a very happy birthday! Thank you for all you do for our team, Betsy. We hope your special day is filled with joy, and that the year ahead brings you happiness, success, and many wonderful memories.

https://bit.ly/4hMRrpj