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What We Do

We do a detailed review of your finances, identify where you are now, and develop a comprehensive plan for the future.

Offerings

Access to a broad array of financial products, tools, and resources to help keep your financial life in balance.

Why Choose Us

We promise you an objective opinion, honest answers, and a personal relationship with our team of Osaic Institutions advisors.

Services

At TMB Financial Solutions, we know that the savings and investment decisions you make today will impact your financial future.

  • Retirement & Financial Planning
  • Investment Advisory & Wealth Management

  • Insurance planning for Life & Long Term Care
  • Business Retirement and Insurance

Our Core Beliefs & Process

We are full-service financial planning and advisory group offering services through Osaic Institutions, dedicated to helping individuals plan for their futures. Time and again, we’ve seen that those who work with an advisor experience greater confidence, reduced stress, and more successful retirements. We share a strong commitment to our community and to always doing what is right for our clients.

REVIEW

At TMB Financial Solutions, we start by listening. What is it you want to accomplish? We aim to understand your current situation, goals and potential obstacles.

PLAN

Once we have a clear understanding of your specific needs, we will create a letter of understanding outlining how to accomplish your objectives, satisfy your expectations, and define our relationship going forward.

IMPLEMENT

After accepting our letter of understanding, we will develop and implement a realistic investment strategy to help you reach your destination.

MAINTAIN

We will regularly review and monitor your portfolio and changing needs. We may propose changes and make adjustments with your approval.

SCHEDULE APPOINTMENT

Let’s start a conversation. Schedule a no-obligation consultation.

Contact Us

Resources

Client Access

Osaic Client Connect Access – Click here

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Brokerage accounts held at Pershing LLC – Click here
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Meet our Team

Gray-Peckham

Gray Peckham, RICP®

Retirement Income Certified Professional® Osaic Institutions Financial Advisor, Vice President, The Milford Bank
  • 203) 783-5753
  • 51 Roses Mill Road Milford, CT 06460
CONTACT NOW
Brian-Flanagan

Brian Flanagan

Osaic Institutions Financial Advisor
  • 51 Roses Mill Road Milford, CT 06460

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Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Osaic and The Milford Bank are not affiliated. Products and services made available through Osaic are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.

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It has come to our attention that some customers have received phishing phone calls claiming to be from “The Milford Bank Security Department.” Please remember: The Milford Bank will never ask you to share personal or confidential information. If something feels off, hang up and call us directly at (203) 783 5700.