Who We Are

Coburn Financial is a full-service investment firm offering wealth management and financial planning services.  For over 80 years, we have held fast to our commitment to independence and to placing the interests of our clients above all else.  With objective, professional advice coupled with a broad offering of financial products, we give our clients more than just ways to approach their financial need – we give them solutions.

We serve individuals, families, small businesses, corporate executives and non-profit organizations.  Our goal is to build long-term personal relationships with each and every client we serve.  Through our comprehensive wealth management process, we provide professional advice on the financial issues most important to you: retirement planning, individual portfolio management, college savings, estate and trust services, and charitable giving.

Our Approach

Backed by years of experience, our advisors help clients with specific financial issues and concerns. We specialize in creating a solution that is designed to address your individual financial situation.

Our Team

Our financial professionals offer an exceptional blend of investment knowledge and experience.  We are dedicated to providing wealth management solutions and services tailored to your investment needs.

Our Clients

Clients choose to work with Coburn Financial because of the integrity and professionalism of our employees.  We take the time to understand your financial needs, build a durable plan together, advise on a unified strategy, and monitor your plan along the way to your goals.

Established in 1934

Over 2,000 Client Relationships

Multiple Office Locations

Family-Owned Business

Featured Content

A person gently cradles a smooth stone in their hands, showcasing its natural texture and shape.

The Power of Compound Interest

By Robert Daly on
Categories
Education
Investments
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country.
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A woman stretches on a wooden dock beside calm water, enjoying the serene outdoor environment.

Life Insurance Replacement: What You Need to Know

By Robert Daly on
Categories
Insurance
The purchase of life insurance is typically triggered by a life event, such as marriage, the birth of a child, a home purchase or a job promotion. So, it is not uncommon for many people to change their life insurance coverage three or four or even eight times throughout their lifetime.
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A family stands hand in hand on the beach, with waves gently lapping at their feet under a clear blue sky.

Should You Have a Living Trust?

By Robert Daly on
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.
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Contact Us

 

Simsbury Mailing Address

Phone: 860-522-7171
Fax: 860-408-9519
www.coburnfinancial.com

P.O. BOX 97
Simsbury, CT 06070

Boston Office

Phone: 617-896-3100
Fax: 617-737-8126
www.coburnfinancial.com

24 School Street, Suite 503
Boston MA 02108

Mon-Fri: 8:00 AM - 5:00 PM

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