Mont Samson Financial Group
Mont Samson Financial Group
1944 State St
Hamden, CT 06517
Phone: 877.200.2133
Local: 203.909.6550
Fax: 203.909.6552
Mont Samson Financial Group was founded with a vision to provide our clients with a new, fresh approach to financial services. Through a detailed analysis of each family's or business' unique financial situation we can suggest products and strategies to help them pursue their goals. By creating a blueprint that takes our clients step by step through their financial journey we give them the tools and resources to make careful, smart financial decisions that will help them protect their family, send their children to college and retire at an age that is comfortable for them. When the time comes along, they know that their estate wishes will be followed through in an efficient, prompt and professional manner.**
Small business owners enjoy the countless benefits of working with our staff of trained financial service professionals. No one knows more than a business owner about the importance of keeping your employees happy; offering group benefits helps you maintain a healthy and happy workforce that will keep your business running smoothly. Establishing a Buy-Sell Agreement** allows our clients to rest easy knowing that when they are ready for retirement, the business they worked so hard to build will be left in the hands they trust and will be able to continue for years to come.
At Mont Samson, we regularly host complimentary workshops with organizations such as the CT Money School, AIDS Project New Haven, and local banks, to educate the public on the importance of financial responsibility. By providing access to free educational workshops we hope to strengthen our community so that the future of Connecticut and America will grow stronger and that our neighbors can develop strong financial management skills that will carry through their lifetime and be pasted onto future generations.
Being an independent financial services firm gives us the unique ability to shop around with all CT approved carriers to ensure that our clients receive the best products and rates available. We offer:
•Life, Health and Disability insurance
•Investment products*
•Detailed retirement and education planning*
•Business and Financial Planning*
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