About My Practice
The Connecticut Group specializes in comprehensive financial planning for both individuals and small business owners. Greg, a founding member of the firm, has over 100 clients in the Fairfield County area. The group also works in conjunction with several other local financial professionals to provide clients with a full spectrum of legal, accounting, tax and investment services. Individual client's incomes range from modest to substantial. Greg is also involved in the community as an active member of the Wilton and Westport Chambers of Commerce (Board of Directors in Wilton '92-95, '11-pres.), Board of Trustees - Wilton Congregational Church, Board of Trustees and Treasurer- Wilton Historical Society, and a Habitat for Humanity Volunteer. The Connecticut Group has been in existence since 1988 with the principals representing over 90 years of collective experience. Greg lives in Wilton with his wife and three children.
Over 30 years practicing in the financial planning field. Previously worked for mutual fund company and life insurance company. Frequent lecturer and writer.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: NY, CT, Variable annuities: NY, CT
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
AXA Advisors, LLC
W. Gregory Rodiger, III is a registered representative and investment advisor representative who offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC and/or its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. A
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.