Our Employer Plan Team
OUR EMPLOYER PLAN TEAM - A FOCUS ON RETIREMENT READINESS
RETIREMENT PREPARATION FOR ALL
Theresa L. Cahill, AIF (R)
Financial Advisor
# (860) 635-4800 (ext 104)
Carl Cieplinski, CRPC (R)
Financial Advisor
# (860) 635-4800 (ext. 123)
About Theresa: As a wife, mother, sister, daughter, and advisor, she understands the complexities and challenges of life. She is dedicated to providing her clients with a high level of service, committed to building strong relationships and making the process of achieving short and long-term financial goals attainable. Theresa's focus is to diligently work together with you, as part of your team, to reach your financial goals.
About Carl: Carl is passionate about developing strategies to help his clients enjoy a dignified and independent retirement, and his focus on long-term relationships fits the Cahill & Associates tradition. Carl also works with his clients in maximizing social security benefits as part of their long-term financial planning process.
Cahill & Associates Financial Services, LLC - At a Glance
Year founded: 1979
Years servicing the retirement plan participants: 40+
Staff: 5 Financial Advisors & 3 client support staff
We know how important it is for everyone to prepare for retirement. That’s why, at Cahill & Associates, we’re driven to serve as stewards of your retirement plan and to help you achieve their retirement goals.
Our Cromwell, CT-based retirement plan consulting team works with you to develop and implement a plan geared toward improving outcomes for your success.
What You Can Expect from Cahill & Associates
A focus on retirement readiness:
We offer a wealth of knowledge to each and every participant along with tools to assist the participant with retirement planning. This helps to ensure that participants have confidence in their ability to retire.
Simplicity:
We serve as your primary point of contact and pride ourselves on our availability to our clients. This level of availability provides you with improved time management, allowing you to focus on what matters most to you.
Investment Analysis:
We strive to make available to you investment analysis and monitoring to fit your plan’s objectives and create investment strategies to help optimize your overall plan health.
A Local Team Service Model:
We welcome the opportunity to learn about you and your needs and to discuss how we can put our team and expertise to work for you.
Cahill & Associates Financial Services, LLC 75 Berlin Road, Suite 110, Cromwell, CT 06416 | P860.635.4800 | F860.635.4572
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.