Jeffrey A. Segal, CFP®, CLTC, CFS is the founder of Connecticut Investors Group, LLC, (CIG), an independent investment and financial services firm. Jeffrey is also an Investment Adviser Representative of Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
As a CERTIFIED FINANCIAL PLANNER™ professional, Jeffrey has met rigorous education, examination, and experience requirements to provide comprehensive financial planning and is committed to the highest standards of ethical conduct. As a Certified Long Term Care Consutlant (CLTC) Jeff provides guidance to families planning for retirement and later-in-life care issues that include homecare, assisted living, nursing homes, social services, taxes, law, and most importantly, what will pay for these resources. As a Certified Fund Specialist (CFS) Jeff has amassed a high level of knowledge of mutual funds and annuities enabling him to evaluate and compare financial measurements and benchmarks when constructing a portfolio that is appropriate for you. Jeffrey is a member of the CT Financial Planners Association (FPA) and the Glastonbury Chamber of Commerce. Jeffrey is a charter member of the Morningstar Advisor Panel, providing consulting services critical to the development of new products and services. Jeffrey is a member of the National Registry of Experts and is qualified to serve as an expert witness in securities, insurance, and financial planning legal actions.
Seth Renaud, CLTC
Wealth Management Advisor
As a Wealth Management Advisor, Seth assists his clients and clients of Jeffrey A. Segal, CFP®, with analysis, implementation and on-going reviews of client's financial plans and investment portfolios. At Connecticut Investors Group, LLC (CIG), we employ and develop strategic planning for a variety of investment objectives. We focus on 4 levels of planning: Accumulation phase along with asset management and risk management; Pre-retiree Wealth Management and Planning; Retirement Planning for Income Security and Growth; Estate and Distribution Planning. Seth possesses a commitment to educate and consult, along with maintaining the highest integrity and trust when working with all CIG clients.
Prior to joining CIG, Seth began his career working with a Fortune 100 financial services company. He holds the CLTC (Certified Long Term Care Consultant) certification and is approved to offer the Connecticut Partnership program for all Long Term Care Insurance clients. Seth is Life and Health insurance licensed in CT and MA, and registered with FINRA Series 22, 31, 6, 62, 63, and 7 as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. He is currently working towards his advanced planning designation of Chartered Financial Consultant® (CHFC®) through the American College. This program provides extensive knowledge in the planning needs of individuals, professionals, and business owners.
Seth has been a resident of Northern Connecticut most of his life. He is a member of the Glastonbury Chamber of Commerce. He enjoys spending time with his niece and nephew, Haylee and Jayden. When he is not working, he takes time out to enjoy his hobbies of fitness, golfing, attending sporting events, and studying American history.
Connecticut Investors Group ~ 294 New London Turnpike ~ Glastonbury, CT 06033
489 Gold Star Highway ~ Suite 200 ~ Groton, CT 06340
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