Welcome to Mugford & Dibella
Your trusted financial partners in New Britain, CT. We provide comprehensive financial solutions to help you achieve your goals and secure your future with confidence and expertise.
Expert Financial Guidance
With years of experience in financial planning and investment management, we help navigate complex financial landscapes to maximize your wealth and minimize risks.
Personalized Financial Strategies
Every client receives customized financial plans tailored to their unique circumstances, goals, and risk tolerance for optimal financial growth and security.
About Us
Trusted financial advisors serving New Britain and surrounding communities with expertise and dedication
Your Financial Success is Our Priority
At Mugford & Dibella, we believe in building lasting relationships with our clients through trust, transparency, and exceptional financial guidance. Our team brings decades of combined experience to help you navigate your financial journey.
Located in the heart of New Britain, CT, we understand the unique financial needs of our community. We're committed to providing personalized strategies that align with your goals, whether you're planning for retirement, investing for growth, or protecting your assets.
Financial excellence isn't just about numbers—it's about understanding your dreams and helping you achieve them with confidence and security.
- Comprehensive financial planning and investment management
- Retirement planning and wealth preservation strategies
- Tax-efficient investment solutions and risk management
Our approach combines traditional financial wisdom with innovative strategies to help you build, protect, and transfer wealth effectively. We stay current with market trends and regulatory changes to ensure your financial plan remains robust and responsive to changing circumstances.
Expert Guidance
Seasoned financial professionals with proven track records in wealth management and financial planning
Personalized Approach
Customized financial strategies designed specifically for your unique goals, risk tolerance, and life circumstances
Local Expertise
Deep understanding of Connecticut's financial landscape and community needs for relevant, actionable advice
Satisfied Clients
Years Experience
Financial Plans
Expert Advisors
Our Services
Comprehensive financial solutions tailored to meet your unique needs and aspirations
Retirement Planning
Strategic retirement planning to ensure financial security and maintain your desired lifestyle throughout your golden years.
Investment Management
Professional portfolio management with diversified investment strategies designed to grow and protect your wealth.
Risk Management
Comprehensive insurance and protection strategies to safeguard your assets and provide peace of mind for your family.
Estate Planning
Strategic estate planning to preserve your legacy and ensure smooth wealth transfer according to your wishes.
Tax Planning
Tax-efficient investment and financial strategies to minimize tax liabilities and maximize your after-tax returns.
Financial Planning
Comprehensive financial roadmaps covering all aspects of your financial life from budgeting to long-term goals.
Our Team
Meet the experienced financial professionals dedicated to your financial success
Robert Mugford
Senior Financial Advisor
Maria Dibella
Wealth Management Specialist
James Wilson
Investment AnalystFrequently Asked Questions
Get answers to common questions about our financial services and approach
What types of financial services do you offer?
We provide comprehensive financial services including retirement planning, investment management, estate planning, tax strategies, risk management, and personalized financial planning to help you achieve all your financial goals.
How do you charge for your financial advisory services?
Our fee structure is transparent and varies based on the services provided. We offer both fee-based and commission-based options, which we discuss during our initial consultation to ensure alignment with your needs and preferences.
Do you work with clients who have smaller investment portfolios?
Yes, we believe everyone deserves quality financial advice. We work with clients at various wealth levels and offer scalable services to meet different needs and budgets while maintaining our high standards of service.
How often will we meet to review my financial plan?
We typically schedule quarterly reviews for active investment management and semi-annual comprehensive reviews. However, we're available whenever you have questions or when significant life changes occur that might affect your financial strategy.
What makes Mugford & Dibella different from other financial advisors?
Our personalized approach, local expertise, and commitment to building long-term relationships set us apart. We take the time to truly understand your goals and provide tailored strategies rather than one-size-fits-all solutions.