Financial & Investment Planning Services FAQs

CORE VALUES AND RESPONSIBILITIES

We are dedicated to designing financial plans depending on varying levels of sophistication. We have a fiduciary responsibility to our advisory clients which means we only make decisions based on their best interests. We assess our client’s goals and strive to do our best.

It is a fiduciary responsibility of one party to act in the best interest of another. For our advisory clients, we have a fiduciary responsibility to ensure a duty of care, a duty of loyalty, and a duty of good faith. We will never put our interests before that of our clients’. Establishing trust is very important to us.

Andrew founded Tenpath Financial Group in 2017 and has over a decade of experience in the industry. Andrew and his team of advisors have multiple designations and licenses that make them qualified and able to provide educated and appropriate advice.

We offer a range of services such as comprehensive financial planning, investment advice, insurance, tax planning, college planning, solutions for businesses and estate planning.

LOCATION

Our offices are located at:
74 Batterson Park Road Floor 1 Farmington, CT 06032

Directions: From 84 East Take Exit 37 Fienneman Rd. Continue Straight onto Batterson Park Rd. Turn left onto Bagdigian Way. The office is to the left on the building “74.” On the 1st floor.

From 84 West Take Exit 38 toward US-6 E, turn left onto US-6 E, continue straight, keep right onto Colt Hwy, in .3 miles turn right onto 2 Mile Rd, in .4 miles turn right onto Batterson Park Rd, in .5 miles turn right onto Bagdigian Way. The office is to the left on the building “74.” On the 1st floor.

Although many clients wish to discuss things in person, we have clients all around the country and have fully digital practice options available as well. We excel at working with clients with tools that are accessible in any configuration they wish.

CONTACT

Feel free to email us at e-mail or call our office at 860.606.0977.

Of course. We use safe technology and practices and never share personal information with 3rd parties.

Contact us and we can schedule you for an appointment with Andrew Komarow, CFP® who can help set your path toward financial security.

Mark Twain once said “The secret of getting ahead is getting started.”

SERVICES

We offer a range of services such as comprehensive financial planning, offering advice in regard to investments, insurance, taxes, college planning, solutions for businesses, and estate planning.

Of course. We use safe technology and practices and never share personal information with 3rd parties.

We use financial planning software such as eMoney to assist us with our recommendations. We are up to date with our computers, phone system, and security to ensure we provide high security for our clients. Andrew holds A+ and Network+ computer certifications and is passionate about always staying up to date on the latest technology.

CERTIFIED FINANCIAL PLANNER™ or CFP® is a prestigious designation that requires an undergraduate degree at a qualified institution, an examination, 6,000 hours of experience, and compliance with the CFP® Board’s ethical standards. Upon completion, the CFP® Board requires 30 hours of continuing education every two years. CFP® Professionals have completed coursework in:

  • Professional Conduct and Regulation
  • General Principles of Financial Planning
  • Education Planning
  • Risk Management and Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Savings and Income Planning
  • Estate Planning
  • Financial plan development (capstone) course They have a fiduciary duty to all of their clients.

CLIENT RELATIONSHIPS

We will don’t just put our clients first because it is a legal obligation. We put our clients first because it is passion to help people set their path to financial security.

Whether you are a newlywed looking to get your financial house in order or you are looking to retire soon, we can help you! We understand that everyone’s needs are different, and we are willing and able to accommodate many different plan designs. We do not have a typical client because we do not believe there is such a thing!

We get paid through a combination of brokerage methods, an advisory agreement, or flat fee billing. Because the structure varies from client to client, we can discuss what works better for your situation.

We love to give back to our community. We frequently donate to charities and sponsor non-profit events. Check out our Blog to see what we are up to now and in the near future.