Farmington, CT
74 Batterson Park Road Floor 1, Farmington, Connecticut, 06032
Westport, CT
55 Post Road W, Westport, Connecticut, 06880
Hours of Operation
Monday - Thursday
9:00 AM - 5:00 PM
Friday
9:00 AM - 1:00 PM
Frequently Asked Questions
CORE VALUES AND RESPONSIBILITIES
WHAT ARE THE VALUES THAT GUIDE TENPATH FINANCIAL GROUP?
We are dedicated to find sound financial planning at all levels of sophistication. We have a fiduciary responsibility to our advisory clients which means we only make decisions based on the best interest of our advisory clients. We value our client’s goals and do our best to guide them to success.
WHAT IS A FIDUCIARY DUTY?
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.
HOW MUCH EXPERIENCE DO YOU HAVE IN THE FINANCIAL SERVICES INDUSTRY?
Andrew and Craig founded Tenpath Financial Group in 2017, but they each have over eight years of experience in the industry. each has multiple designations and licenses that make them well qualified and able to handle many situations.
LOCATION
WHERE ARE YOU LOCATED?
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.
DO YOU WORK WITH CLIENTS WHO ARE NOT NEAR YOU?
Yes! We work mainly with clients in Connecticut. As many people like to discuss these subjects in person. However, we have clients all around the country and employ remote sharing capabilities to work with you the way you want to be serviced.
CONTACT DETAILS
HOW CAN I CONTACT YOU?
WILL MY PERSONAL INFORMATION BE SAFE?
WHAT TECHNOLOGY & SOLUTIONS DO YOU EMPLOY?
HOW CAN I GET STARTED?
Contact us and we can schedule you for an appointment with Andrew Komarow, CFP® or Craig Breitsprecher, CFP® who can help set your path toward financial security.
Mark Twain once said “The secret of getting ahead is getting started.”
SERVICES
WHAT SERVICES DO YOU OFFER?
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.
WILL MY PERSONAL INFORMATION BE SAFE?
WHAT TECHNOLOGY & SOLUTIONS DO YOU EMPLOY?
WHAT DOES IT MEAN TO BE A CERTIFIED FINANCIAL PLANNER™?
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
WHY SHOULD I WORK WITH YOU?
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.
IS THERE A TYPICAL CLIENT YOU WORK WITH?
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 situations. We don’t have a typical client because we don’t believe there is such a thing!
HOW DO YOU GET PAID?
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 a particular situation.
DO YOU HAVE ANY COMMUNITY INVOLVEMENT
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.
Setting Your Path Towards Financial Security
SETTING YOUR PATH TOWARDS FINANCIAL SECURITY
74 Batterson Park Rd. Floor 1, Farmington, CT 06032
2461 Main Street. Suite 3,
Glastonbury, CT 06033
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