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Reservoir Financial LLC Employee Directory

Investment ManagementConnecticut, United States2-10 Employees

Reservoir Financial LLC operates in the investment management sector, offering personalized financial planning aimed at aligning clients’ current circumstances with their long-term goals. Its approach centers on understanding clients’ concerns and dreams to tailor a plan that reflects their individual paths, providing guidance through a customized financial plan. The firm partners with United Planners Financial Services to deliver securities and advisory services, underscoring its role within a network of independent financial entities. Based in Mansfield Center, Connecticut, Reservoir Financial is a small firm that positions itself as a local advisor focused on client-centered service. The company’s scope includes working with clients on financial planning needs, while operating within the broader framework of independent advisory services provided through its affiliation.

Find Reservoir Financial LLC employees' phone numbers or email addresses

Reservoir Financial LLC Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Reservoir Financial LLC's Leadership

  • Stylized image of a person
    C. M.
    Client Relations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J.
    Client Relations Advocate
    Phone icon
    Mobile Phone

Reservoir Financial LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Reservoir Financial LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. M.
    Client Relations Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. J.
    Client Relations Advocate
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Reservoir Financial LLC known for?

Minus sign iconPlus sign iconReservoir Financial LLC operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-860-423-****
. Explore Reservoir Financial LLC's company overview page for more information.

What is Reservoir Financial LLC's most common email format?

Minus sign iconPlus sign iconReservoir Financial LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Reservoir Financial LLC email formats with LeadIQ.

How many employees does Reservoir Financial LLC have currently?

Minus sign iconPlus sign iconReservoir Financial LLC has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Reservoir Financial LLC's key employees and leadership?

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As of July 2026, Reservoir Financial LLC's key employees include:

  • Client Relations Manager: C. M.
  • Client Relations Advocate: M. J.

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