About Us

Who We Are

The Ferris Financial Group is an independent financial planning and financial advisory firm in Bristol, CT serving the unique needs of retirees, business owners and corporate employees.

The Ferris Financial Group has been working with families not only in Connecticut but all over the country for more than 35 years.

Financial advice should not be focused only on investments. We believe that advice should be based on goal centric guidance that considers your entire financial picture.

No one strategy fits all, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, striving to use the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.