OpenCircle Wealth Partners

About For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where 4T Financial comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.

Guilford Financial Group is a financial services firm that specializes in helping clients meet their financial goals. The firm offers a variety of services, including investment management, insurance, estate planning, and retirement planning. The firm's team of experienced professionals can help clients make informed decisions about their finances and create a plan that will help them achieve their goals.

Warner Insurance Group, located in Shelton, CT, is a full-service insurance agency that has been serving the community for over 40 years. They offer a wide range of insurance products and services, including life, health, disability, annuity, long-term care, investments, managed accounts using no-load mutual funds* and annuities, IRAs, 401Ks, mutual funds, and more. Their experienced and knowledgeable team of professionals can help you find the right insurance coverage for your needs and budget. They will also work with you to develop a customized financial plan that will help you reach your goals. Warner Insurance Group is committed to providing their clients with the best possible service.