RFG Welcomes Two New Investment Advisors
We are pleased and excited to announce the addition of two new investment advisors, Owen Bregman and Eliot Bassin, to the Riverside Financial Group team. As principals at Bregman & Company P.C., a full-service certified public accounting firm with offices in Stamford and Avon, Connecticut, they bring with them expertise in tax preparation and planning. While Bregman & Company is not affiliated with Cambridge or RFG directly, you are encouraged to reach out to Owen or Eliot if you are looking for a CPA.
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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.