W. Gregory  Rodiger, III CFP<sup>&reg;</sup> - Financial Advisor

W. Gregory Rodiger, III CFP®

The Connecticut Group

500 Post Rd East, 1st Floor
Westport, CT 06880
FINANCIAL ADVISOR'S WEBSITE
(203) 291-4789

General

W. Gregory Rodiger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Connecticut Group in Westport, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: NY, CT, VT,MA,
  • Fixed annuities: NY, CT,VT,MA
  • Variable annuities: NY, CT, VT,MA

Broker-Dealer Affiliation

Equitable Advisors, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources