Your Trusted Financial Advisor in New Britain

Helping Individuals and Families Plan for a Better Future

Helping You Make Smart Financial Decisions

Make an Appointment With Our Financial Advisor in New Britain

At Family First Financial in New Britain, we provide local financial services to those who want to better understand their money and plan for the future. With over five years of experience, we are proud to be a trusted source of financial guidance for our community. We work by appointment only to give each client our full attention and care. Call (203) 699-6561 today to set up a meeting with our financial advisor.

A man is reading a book about financial planning.
A man and a woman are sitting at a table holding hands.
A man is giving a piece of paper to a woman.
An elderly couple is sitting on a couch reading a book together.

Whether you're just exploring your options or actively planning for retirement, we offer local financial services that help at every stage. You can turn to us for:

A Range of Services Built Around Your Needs

Personalized financial education

Customized retirement planning services

Assistance with comparing life insurance plans and annuities

From educating you about various financial products to helping you set up your retirement income stream, we make sure you're informed and supported.

We’re Proud to Be Woman-Owned and Owner-Operated
You Can Count On Us for Local Financial Services
A stack of notebooks , pencils , and a percentage sign on a table.

Why Individuals and Families Choose Us

With a financial degree from Johnson & Wales and certifications from the Financial Advisor Training Institute, we bring both practical education and real-world experience to every appointment. We take the time to understand your goals and create a plan that works for you.


When you work with us, you're not just a number — you're a priority. Contact us today to take advantage of our local financial services.