Nina and Cora
Cona Financial Group provides comprehensive financial planning and wealth management services to a wide range of clients. We work with families and individuals, pre-retirees and retirees and business owners, helping them develop and implement strategies to protect and enjoy the life the want today while preparing for the future. You can learn more about us, the clients we serve, and the services we provide on the “Our Services” page.
Cona Financial Group consists of two separate entities. Cona Insurance and Financial Services provides our clients with access to life, health, disability and LTC insurance products as well as a variety of annuity vehicles for retirement planning. Cona Investment Advisors, LLC is our registered investment advisory firm, providing fee-only investment management and financial planning services. Together, our advisors and representatives can provide our clients with a comprehensive and unparalleled level of service.
Our name “Cona” came about by combining the name of our yellow labrador retriever, Cora with the name of our chocolate lab, Nina. You will often find Cora here in the office with us, “guarding” the door. Sadly, we lost Nina in 2008 in an automobile accident. We still miss her everyday.
Our Advisors
Richard Eddy
Founder of Cona Financial Group and Managing Member of Cona Investment Advisors, LLC, Richard has worked in the financial services and advisory business since 2005…<read more>
Angela Dablin
Life Insurance Specialist
Natasha Schuman
Life Insurance Specialist
Connections