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
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice...
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.