Raymond J. Kubick, CFP®
Raymond Kubick, CFP® has been helping his clients build financial security, via his firm Connecticut Financial, LLC, for over 25 years. Based in Connecticut, and with concentrations in the Northeast and South Florida, Ray has many valued clients throughout the United States, and beyond. Due to his unique scope and process in building customized financial plans, other advisors and professionals often look to Ray for assistance in building creative and strategic investment solutions.
Ray's approach begins with considering his client’s complete life picture, both financially and personally, and learning their long-term goals and aspirations. With a process based in education, he then develops a comprehensive plan alongside his clients, leveraging multiple solutions tailored to each’s unique situation. His client base typically includes business owners, medical professionals, Wall Street executives, and entrepreneurs, yet his most rewarding experiences come from assisting clients whose financial future can be drastically changed, given one strategic idea.
Ray takes great pride in providing a unique client experience, from those who are just beginning the planning process, to our highly-valued established clients. This superior level of servicing is only made possible by the exceptional support staff behind Ray. His experienced team of knowledgeable professionals is highly qualified to answer all day-to-day questions on client accounts, and he is proud to say that his clients are just as comfortable conversing with the Connecticut Financial team as they are with Ray. The outstanding team behind Ray is truly unique, and is a key to his success.
L to R: (Forbes), (Ray), Kevin Myatt, John Orsini, Dr. Steven Fleischman, Rick Mayer
As a part of his 2011 speaker series, Steve Forbes, chairman and editor-in-chief of Forbes Media, discussed his thoughts on the economy,
current markets, and how individuals and business owners can ensure financial security in the new normal. Learn More