For over 25 years, Ray Kubick, founder of Connecticut Financial, LLC has provided comprehensive, sophisticated financial advice to lifestyle-pressured doctors, attorneys, business owners, and Wall Street executives, to assist them in protecting and growing their assets during both the accumulation and retirement years.
Ray has earned a series of degrees and certifications, including a BA degree from Quinnipiac University and the Certified Financial Planner (CFP®) designation. In addition to offering strategic, high level, financial planning concepts to our clients, Ray also maintains an active focus on teaching and training, in the local community. This includes annual overviews of financial basics with Quinnipiac School of Business graduates, and Yale-New Haven Hospital residents, as well as workshops with other financial planning advisors and agents. Ray and Connecticut Financial are proud members of the Massachusetts Mutual Life Insurance Company (MassMutual).
Due to the comprehensive nature of Ray’s servicing which includes investment and tax consideration, prospective clients are considered on a referral basis. Initial consultations are complimentary to determine if there is a mutual fit. Ray believes advising a family, business or individual on their financial matters is a very private affair.
To learn more about Ray and the team at Connecticut Financial, please visit www.raymondkubick.com
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies