RGB Financial

RGB Financial We are a wealth management firm that wants to help you understand the opportunities available to you. Our loyalty belongs exclusively to our clients.

RGB is committed to helping our clients navigate an objective, customized, and clear course to long-term financial security through comprehensive financial planning and tailored wealth management. Our full-service, independent, financial firm aims to help you understand the opportunities that are available when you take a proactive approach to your finances. Our independence enables us to establis

h working relationships with a number of industry-leading asset-management firms, insurance providers and attorneys whose ideas and products we leverage to create customized client portfolios. Family owned and operating in Farmington, Connecticut for three generations since 1984, we treat all our clients as part of our extended family, whether they are new parents opening their first college savings account or a successful entrepreneur who has been with us from the start. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC (www.finra.org, www.sipc.org).
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Land of the free because of the brave. Forever honoring those who served and sacrificed. Wishing you all a meaningful Me...
05/25/2026

Land of the free because of the brave. Forever honoring those who served and sacrificed. Wishing you all a meaningful Memorial Day!

Happy birthday Jen, thank you for all that you do! Cheers to another trip around the sun and a fantastic year ahead!
05/22/2026

Happy birthday Jen, thank you for all that you do! Cheers to another trip around the sun and a fantastic year ahead!

Jen recently attended the LPL Summit conference in London! 🇬🇧 This conference is a celebration of the top 225 advisors a...
05/15/2026

Jen recently attended the LPL Summit conference in London! 🇬🇧 This conference is a celebration of the top 225 advisors at LPL Financial (out of 30,000!) We are so proud to be in the top 225!

Jen had the pleasure of seeing all that London had to offer:

✨The Museum of Natural History
✨The Kensington Palace Gardens
✨Buckingham Palace
✨The Tower of London
✨A trip to the Cotswolds
✨Dinners in Mayfair

She even got the opportunity to catch a Chelsea game while she was in town! ⚽

This trip was a fantastic opportunity to connect with fellow LPL advisors - thank you to LPL for organizing a great conference!

Happy Mother's Day to all of the moms whose kindness & strength inspire us every day! 💐
05/10/2026

Happy Mother's Day to all of the moms whose kindness & strength inspire us every day! 💐

Happy birthday Anthony! We hope this year is full of great things ahead!
05/08/2026

Happy birthday Anthony! We hope this year is full of great things ahead!

Join us in wishing Mariah a happy birthday - cheers to a fantastic year ahead! 🥳
05/01/2026

Join us in wishing Mariah a happy birthday - cheers to a fantastic year ahead! 🥳

Address

6 Executive Drive, Suite 103
Farmington, CT
06032

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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