Reservoir Financial

Reservoir Financial Reservoir Financial, LLC offers Professional Financial Planning and Investment Management to fit YOUR NEEDS. www.resfinancial.com

Reservoir Financial offers caring and expertise at the core of everything we do for you. We sit down with you personally to discuss your finances, your hopes for the future and your time horizon. Based on those conversations, we identify financial reservoirs that must be filled in order to achieve your dreams of a satisfying and enjoyable retirement. We develop a financial plan customized for you,

review our recommendations with you to make sure you are comfortable, and make investments for you. Then we monitor your investments to make sure they continue to fit your plan. As a local small business, we are committed to our community and our clients. We want to put over 50 years of financial experience to work for you. Every member of our team shares this perspective and cares deeply about your satisfaction.

Travel can feel very different once time is no longer tightly scheduled. For many, it becomes less about fitting a trip ...
06/03/2026

Travel can feel very different once time is no longer tightly scheduled.

For many, it becomes less about fitting a trip into the calendar and more about deciding how they want to spend their time. Whether that means staying longer, traveling more often, or bringing family along, those choices often reflect years of thoughtful decisions.

It may be worth revisiting how travel fits into your overall approach—especially as priorities continue to evolve. Reach out to your financial professional to discuss how your strategy can support the adventures you've earned.

06/01/2026

🎓 Do you have college students who are home for the summer? Or future college-bound children? Summer is a great time to talk to them about money!

💬 Whether it's learning to budget, building credit, or understanding paychecks, a little financial education at home sets the stage for smart choices later.

🤝 Parents + students: Let's use this time to help build habits that last well beyond graduation. Reach out today or tag a friend below!

Phil was on the WILI-AM radio show with Wayne Norman! If you missed it here’s a link:
05/27/2026

Phil was on the WILI-AM radio show with Wayne Norman! If you missed it here’s a link:

Subscribe Copied to clipboard Apple Podcasts Spotify Pocket Casts Overcast Castro YouTube Goodpods Metacast Amazon Music Pandora CastBox Anghami Fountain JioSaavn Gaana iHeartRadio TuneIn Player FM SoundCloud Deezer Podcast Addict

Wishing you and yours a reflective, safe, and enjoyable Memorial Day! We remember those who gave the ultimate sacrifice ...
05/25/2026

Wishing you and yours a reflective, safe, and enjoyable Memorial Day! We remember those who gave the ultimate sacrifice in service of our country. Our office is closed and will be reopened on Tuesday, May 26th.

Can you spot our very own Ashley at the Women’s Leadership Luncheon? We love how active our team members are in the comm...
05/13/2026

Can you spot our very own Ashley at the Women’s Leadership Luncheon? We love how active our team members are in the community!

Happy Mother's Day!
05/10/2026

Happy Mother's Day!

🎁 Understanding Financial Gift-Giving: The Smart Way to Share Wealth 🎁 Swipe through to learn how you can give financial...
05/08/2026

🎁 Understanding Financial Gift-Giving: The Smart Way to Share Wealth 🎁

Swipe through to learn how you can give financial gifts!

1️⃣ Tax-Free Gifting Up to $19,000 Per Person
In 2026, you can give up to $19,000 per recipient tax-free. Stay under this limit to avoid filing with the IRS.

2️⃣ Unlimited Recipients
Feel free to spread the love! There's no limit on the number of people who can receive an annual gift. Perfect for those looking to help make a difference in someone's life. 💌

3️⃣ Married Couples: Double the Impact
Married? You can gift up to $38,000 per recipient annually, doubling your impact. 💑

4️⃣ Lifetime Exemption: The Big Picture
Beyond annual gifts, your lifetime exemption in 2026 is $15 million. 🌟

5️⃣ Gifting Isn't the Only Approach
Paying directly for qualified tuition or medical expenses? These don't count as gifts, but we would encourage you to speak with your tax, legal, or accounting professional if this approach is part of your strategy. 🏥

🔍 Let's Make This Easy
Gift-giving can be complex, but it doesn't have to be. Understand the rules and realities, and make sure your strategy aligns with your long-term goals. 💡

Ready to strategize? Call us today. 📞

Friendly reminder: Please join us for a complimentary seminar on May 13th for Seniors with KKC Law and Windham Hospital ...
05/06/2026

Friendly reminder: Please join us for a complimentary seminar on May 13th for Seniors with KKC Law and Windham Hospital Foundation.

We had a great time hosting the Windham Chamber’s Business After Hours! Thank you to everyone who attended, we are enjoy...
04/16/2026

We had a great time hosting the Windham Chamber’s Business After Hours! Thank you to everyone who attended, we are enjoying connecting with you all and being part of this wonderful community!

Address

205 Storrs Road
Mansfield Center, CT
06250

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18604232845

Website

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