Reservoir Financial

Reservoir Financial Reservoir Financial, LLC offers Professional Financial Planning and Investment Management to fit YOUR NEEDS. www.resfinancial.com

Reservoir Financial offers caring and expertise at the core of everything we do for you. We sit down with you personally to discuss your finances, your hopes for the future and your time horizon. Based on those conversations, we identify financial reservoirs that must be filled in order to achieve your dreams of a satisfying and enjoyable retirement. We develop a financial plan customized for you, review our recommendations with you to make sure you are comfortable, and make investments for you. Then we monitor your investments to make sure they continue to fit your plan. As a local small business, we are committed to our community and our clients. We want to put over 50 years of financial experience to work for you. Every member of our team shares this perspective and cares deeply about your satisfaction.

Thank you to the Windham Region Chamber of Commerce! We always appreciate your collaboration.
10/06/2026

Thank you to the Windham Region Chamber of Commerce! We always appreciate your collaboration.

We were honored to have Reservoir Financial sponsor the Glow & Grow Women’s Wellness Event this past Sunday at Heartstone Farm & Winery.
Olivia Webster, Client Relations Advocate, well represented the firm! Let’s all wish Olivia well as she studies for her final exam to be a licensed advisor at Reservoir Financial

Liz and Olivia at the Glow and Grow Women's Wellness event at Heartstone Winery. 🍷🌹
10/05/2026

Liz and Olivia at the Glow and Grow Women's Wellness event at Heartstone Winery. 🍷🌹

We are pleased to announce that we are back up and running as normal after our storm difficulties. Thank you so much for...
09/29/2026

We are pleased to announce that we are back up and running as normal after our storm difficulties. Thank you so much for your patience and understanding!

We are currently experiencing an internet service interruption due to storm-related issues in our area. Unfortunately, t...
09/28/2026

We are currently experiencing an internet service interruption due to storm-related issues in our area. Unfortunately, this is also impacting our office phone system.

We are actively working with Frontier and have escalated the issue to help get service restored as quickly as possible.

Our team is continuing to work and will do everything we can to remain available to you during this interruption. We appreciate your patience and understanding, and we apologize for any inconvenience.

We will provide an update as soon as we have more information.
-The Reservoir Financial Team

☀️ As summer winds down, it's a great time to reflect, reset, and refocus. Whether you're wrapping up vacations or geari...
09/22/2026

☀️ As summer winds down, it's a great time to reflect, reset, and refocus.

Whether you're wrapping up vacations or gearing up for new goals, the transition into fall brings fresh opportunities.

Here's to finishing the year strong and embracing what's next!

🍂 What fall traditions are you looking forward to the most? List them below! 🍂

Have you been tuning into Wayne Norman's radio show on WILI AM? If you didn't get a chance to listen here's a link to li...
09/16/2026

Have you been tuning into Wayne Norman's radio show on WILI AM? If you didn't get a chance to listen here's a link to listen to the show with Xerxes! 🎧
https://share.transistor.fm/s/f83239b3

On the 25th Anniversary we remember and honor the innocent lives lost.
09/11/2026

On the 25th Anniversary we remember and honor the innocent lives lost.

Happy Labor Day! 🛠️ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. ...
09/07/2026

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, we hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

Take a clearer look at your financial life — all in one place. With MoneyGuidePro® Dash, you can securely view and organ...
09/03/2026

Take a clearer look at your financial life — all in one place.

With MoneyGuidePro® Dash, you can securely view and organize key parts of your financial picture, helping us have better planning conversations together.

Dash gives you a simple way to stay connected to your goals, see where things stand, and help keep your financial plan current as life changes.

Ready to take a look? Follow the link on our homepage on resfinancial.com or give us a call!

MoneyGuidePro® is a financial planning tool used to support planning discussions. It does not guarantee financial outcomes or investment results.

Happy Independence Day! We hope you are safely enjoying the holiday with friends and family. We will resume normal busin...
07/04/2026

Happy Independence Day! We hope you are safely enjoying the holiday with friends and family. We will resume normal business hours on Monday, July 6th!

Address

205 Storrs Road
Mansfield Center, CT
06250

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18604232845

Website

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