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Financial Services in Waterbury and Prospect, CT

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, CDR Insurance Group, Inc. is committed to helping you realize your fiscal goals.

At CDR Insurance Group, Inc., our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with CDR Insurance Group, Inc., we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from CDR Insurance Group, Inc..

We are proud to provide fiscal planning services for clients near Waterbury, Prospect, Wolcott, Cheshire, Thomaston, and Southington.

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Our Location

CDR Insurance Group, Inc.

211 Schraffts Drive
Waterbury, CT 06705
Main office: 203-889-9767
Toll free: 800-742-0039
Fax: 203-754-7927

Our Providers

Testimonials

Best insurance company around. Very reliable, honest, knowledgeable workers. This is the only company I will ever use!

Christina C.