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
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly...
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many...
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you...