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

Learn more

 

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.

Contact us today

Recent Blogs

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