Machuga Financial

Machuga Financial is a wealth management firm in East Hartford, CT, operating as an independent fiduciary asset manager. The firm provides insights and direction for building retirement plans focused on individual needs and financial goals, serving current retirees and clients who plan ahead for their nonworking years. Practice areas include wealth management, fee-based fiduciary asset management, retirement savings planning, retirement income planning, IRA and 401k rollovers, inheritance and estate planning, long term care strategies, divorce issues, education planning, and 529 plans and custodial accounts. Appointments are also offered in the greater Bradenton, FL area along with remote meetings nationwide, and the firm draws on 30 years of experience in an independent structure free from the pressures found at many firms.

The office sits at 330 Roberts Street, Suite 402, just off Roberts Street near Simmons Road, about four tenths of a mile from Martin Park and roughly half a mile from both the Hockanum River and the POW-MIA Memorial Bridge.

The firm's planning approach accounts for market volatility, changing tax regulations, and longer life expectancies, while integrating other financial goals such as funding children's educations. Machuga Financial provides customized strategies, a disciplined investment process, and guidance aimed at maximizing and sustaining lifestyle during retirement. The firm works in association with the Kestra Investment Management Team, whose investment professionals support portfolio management, research, trading, and operations.