Nexa Financial Group

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Nexa Financial Group At Nexa Financial Group you will receive personalized and actionable advice as we help you work toward your vision for the future.

Nexa Financial Group is a full-service and high-touch wealth management firm. We work with a talented team of financial professionals to provide comprehensive guidance across all areas of personal finance. Our process is designed to provide you with meaningful advice designed to align your financial resources with your goals. Together, we will create a clear roadmap with defined milestones to keep you focused on your vision for tomorrow.

Happy Birthday Paul! The way you care for your clients and the team here at Nexa is truly exceptional, and we hope you h...
10/19/2026

Happy Birthday Paul! The way you care for your clients and the team here at Nexa is truly exceptional, and we hope you have the best birthday today!

Cheers to another great year ahead.

10/16/2026

Inheriting money isn't just a financial event, it's a life event.

Paul & Preston break down why planning matters: from the hidden complexity of retirement account rules (yes, even the IRS struggled with the SECURE Act), to the very real challenge of siblings inheriting a shared family home.

The right planning today can prevent hard conversations, or worse, family rifts, tomorrow.

Have questions about your own situation? We're here to help.

Watch the full conversation on our YouTube Channel

⚾ A little October baseball, a lot of heartbreak, and the hope that never goes away.In this edition of Nexa Connections,...
10/14/2026

⚾ A little October baseball, a lot of heartbreak, and the hope that never goes away.

In this edition of Nexa Connections, we’re taking a break from the markets and financial planning for a little postseason baseball talk.

From a trip to Yankee Stadium with friends to the frustration of a two-game playoff exit, this is a reminder that being a fan means riding the highs, enduring the lows, and somehow convincing yourself that next year will be different.

Because no matter how the season ends, there’s always a reason to believe in spring training. 😉

Read the latest edition of Nexa Connections written by Preston!

https://bit.ly/4euOskg

10/13/2026

"When you lose the ability to make stuff, you lose the ability to defend yourself."

That line from a viewer question sparked one of the most compelling parts of our Mid-Year Market Outlook. Eric Parnell shares his take on the great onshoring cycle underway in America, and why the skilled trades, once overlooked, are becoming a genuine growth engine for the next decade. 🔧🏭

If you've got kids weighing college vs. trade school, this clip is worth 8 minutes of your time. 🎥

What’s shaping the markets as we head into the final stretch of 2026?From a new face at the Federal Reserve to rising oi...
10/12/2026

What’s shaping the markets as we head into the final stretch of 2026?

From a new face at the Federal Reserve to rising oil prices, shifting interest rates, and the upcoming midterm elections, there’s plenty for investors to keep an eye on this quarter.

In our latest market outlook, Paul break down what’s happening, what it could mean for investors, and why keeping a long-term perspective matters even when the headlines get noisy.

Because while the headlines may change, having a plan you can stick with makes all the difference.

Read the latest market outlook to see what’s driving the conversation.

https://bit.ly/3VGybSY

A few days in Chicago, great conversations, and plenty of new ideas to bring home!Paul Morrone recently attended the GVA...
10/09/2026

A few days in Chicago, great conversations, and plenty of new ideas to bring home!

Paul Morrone recently attended the GVA Wealth Management Annual Advisor Conference, connecting with advisors and industry professionals from across the country and taking in everything the conference had to offer.

A fun highlight was getting to meet Brian Westbrook, former Philadelphia Eagles running back! 🏈

We’re grateful for opportunities like these that allow us to continue learning, growing, and bringing new ideas back to the Nexa team and the clients we serve.

Already looking forward to next year! 👏

As I get ready to step away for maternity leave, I am reflecting on the changes that my family and I have been experienc...
10/07/2026

As I get ready to step away for maternity leave, I am reflecting on the changes that my family and I have been experiencing and preparing for as our new little one is getting ready to arrive.

From Colton starting a new school to soaking up our last fall as a family of three, there’s been a lot happening, and a lot to be grateful for.

This photo is Colton's first day at his new school!

Read the full newsletter below. 💛

https://bit.ly/4hKjYMe

👻 Monday's Monthly Memo: Boo-dget Season 🎃This is a new series from our team, landing the first Monday of every month wi...
10/05/2026

👻 Monday's Monthly Memo: Boo-dget Season 🎃

This is a new series from our team, landing the first Monday of every month with timely money info we think you'll want to know. Here's this month's edition:

Scary Financial Habits to Avoid

💀 Ghosting Your Financial Plan: Life changes, and your plan should too.

📰 Letting Headlines Haunt Your Investment Decisions: Fear and hype can lead to costly choices. Stay focused on your long-term goals.

🦴 Skeleton Emergency Fund: Having little to nothing saved for a surprise expense.

🧟 Zombie Subscriptions: Recurring charges for services you forgot you signed up for (or stopped using months ago).

📅 Key Dates

Oct 15th - Deadline for extended tax returns (if you filed for an extension back in April)
Medicare Open Enrollment begins (runs through Dec 7)

Oct 19th-25th: National Estate Planning Awareness Week
Understand the importance of estate planning and its role in your financial plan.

- Check your employer's open enrollment window. Many run in Q4, but dates vary by company.

Cyber Security Awareness Month: A reminder to protect your financial accounts with strong, unique passwords, and never share that information.

10/02/2026

Technology isn't just about efficiency for us, it's about giving clients a better experience.

We're always evaluating our tech stack: keeping what genuinely helps (like reminders for a client's big moments) and cutting what doesn't. We stay plugged into industry conferences and the fast-moving AI world, but we choose tools based on what actually benefits our clients, not just what's trending.

The right technology, used the right way, helps us do our job better and gives clients the experience they deserve.

Insight

Conference Season at Nexa!In the world of finance, late summer and early fall are known as conference season, and our te...
09/30/2026

Conference Season at Nexa!

In the world of finance, late summer and early fall are known as conference season, and our team has been busy! In this month's newsletter, Paul shares what we've been learning, from Preston's time at LPL Focus, where technology and AI took center stage, to the more intimate Great Valley Advisors conference and an executive coaching roundtable focused on growth and practice management.

The biggest takeaway? These events bring fresh ideas and new energy back to our office, all aimed at one goal: serving you better. Some of our clients' favorite events and ideas have come straight from these conversations, and we're excited to roll out new initiatives soon.

Read the full newsletter here: https://bit.ly/4AHBCZo

Address

5 Saint John Street
North Haven, CT
06473

Opening Hours

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

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