Business Details
36 Years
experience
Trusted Financial Advisers in Tolland, CT
Willington Financial has been a trusted partner in tax and financial planning for over 30 years, serving individuals and businesses. Our team of certified professionals prioritizes personalized service, delivering customized wealth management and tax advisory solutions tailored to each client's unique goals. With expertise in wealth accumulation, protection, and distribution, we combine comprehensive financial planning with proactive tax strategies to help clients navigate their financial journeys. Our process begins with understanding client needs, followed by designing risk-managed investment portfolios and tax-efficient strategies.We emphasize long-term partnerships, offering ongoing support to adapt plans as circumstances evolve. Backed by decades of experience and a commitment to staying current with industry regulations, we provide actionable insights grounded in the latest financial and tax laws. Our mission remains focused on empowering clients to achieve financial stability and success through transparent communication and client-centric guidance.
Services
Wealth Management
Tax Planning
Retirement Planning
Investment Strategies
Insurance Analysis
Estate Planning
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of experience in comprehensive financial planning
- Our team includes Certified Financial Planners and Certified Public Accountants
- We provide personalized wealth management strategies tailored to individual needs
- Our tax-efficient planning focuses on maximizing client asset retention
- We maintain ongoing client relationships to adapt plans as circumstances change
Associations and certifications
- Certified Financial Planner (CFP)
- Certified Public Accountant (CPA)
What people say
Personalized service
Professional expertise
Long-term commitment
Tax efficiency
Clear communication
Services
Wealth Management
Our wealth management services create customized investment strategies aligned with your financial goals. We analyze your risk tolerance and financial situation to develop portfolios that balance growth potential with capital preservation. Our ongoing monitoring ensures your investments remain aligned with changing market conditions and personal circumstances.
Tax Planning
We develop comprehensive tax planning strategies to minimize liabilities while maximizing asset retention. Our CFP and CPA professionals analyze deductions, retirement account withdrawals, and tax deferral options to create efficient solutions. We integrate tax planning with overall financial strategies for optimal results.
Retirement Planning
Our retirement planning focuses on creating sustainable income streams while preserving wealth. We develop tax-efficient withdrawal strategies and analyze retirement account options to ensure financial security. The planning process includes insurance needs analysis and estate planning considerations.
People
Al Hargrave
Certified Financial Planner
Al Hargrave is a CFP and CPA with 17+ years of wealth advisory experience. He graduated from Brown University and specializes in personalized financial planning. He creates customized solutions for clients while balancing family time with his wife and two daughters.
James Makuch
Founder
James Makuch founded Willington Financial after 30 years of client service experience. He retired in 2022 but left a legacy of excellence in financial advisory services. His approach established the firm's commitment to personalized client care and expert financial guidance.
Mike Hodge
Accountant
Mike Hodge has served Willington Financial clients since 2007 with tax preparation expertise dating to 1985. He assists individual and business clients with tax filing and planning needs. He graduated from the University of Connecticut with accounting expertise.
Heather Bonneksen
Office Manager
Heather Bonneksen manages office operations with 15+ years of financial services experience. She joined the team in 2018 and ensures smooth client interactions. Her administrative leadership supports the firm's commitment to exceptional client service.
Questions
What financial planning services do you offer?
We provide comprehensive wealth management, tax planning, retirement strategies, investment advisory services, and insurance analysis tailored to individual client needs.
How does your financial planning process work?
We begin by understanding your financial goals through detailed consultations, then create customized investment portfolios and tax-efficient strategies that align with your objectives and risk tolerance.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP) and Certified Public Accountants (CPA) with decades of combined experience in financial advisory services.
How are your fees structured?
We use transparent fee structures based on assets under management for advisory services, with clear pricing for tax preparation and planning services.
Do you offer retirement planning assistance?
Yes, we specialize in creating tax-efficient retirement income strategies and analyzing retirement account withdrawal options to ensure long-term financial security.
