Owner
Welcome to Codiack Financial!
Codiack Financial Services, LLC was founded in 2019 by Thomas J (TJ) Dillon. It is a bi-coastal firm with locations in both Connecticut and California, while also servicing clients in many other states. Codiack is a full service firm with a focus on big picture planning.
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Our Services
Personal
- Retirement Plans: Traditional, Roth, and Rollover IRA's
- Life Insurance: Term, Universal, Whole, Variable Universal Life
- Annuities: Variable, Fixed, Immediate, and Index Annuities
- Educational Plans: 529 and Coverdell Education Savings
- Investment Advisor Services
Business
- Retirement Plans: Sep and Simple IRA's, Profit Sharing Plans, 401(k), 403(b), and Defined Benefit
- Deferred Compensation
- Non-Profit 501(3)c
Available Products
- Investment Advisory
- Stocks, Bonds, Mutual Funds
- Annuities, 529, Life Insurance
- UIT's, CD's
Due to the comprehensive nature of TJ’s servicing which includes investment and tax consideration, prospective clients are considered on a referral basis. TJ believes advising a family, business or individual on their financial matters is a very private affair.
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Our Team
We help build, manage, preserve and transition wealth for our clients.
Recent Blogs
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play. 1 With...
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. 1, 2 Many people...
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of...