About Us

Dedicated

At FGS, we’ve tailored our entire organization with your needs at its core. Whether you’re near retirement, already retired, built your own business, work in a corporate setting, or have pursued excellence in any other way…we’re dedicated to serving you and your distinct objectives.

^{Meet The Team}
See Who You Are Working With

When it comes to financial planning, it's important to have a comprehensive plan in place that aligns with your needs and goals. Learn how we, at Financial Guide Solutions, can help you navigate your financial journey to meet your expectations. Whether it's retirement planning, our thoughts on current market and economic trends, or a need for general financial advice, our team of advisors is here to help!

Timothy O' Connell CFP®, CFBS®<br/><sup>Financial Planner & Partner</sup><br/>

Timothy O' Connell CFP®, CFBS®
^{Financial Planner & Partner}

Email: toconnell@fgswealth.com

Tim’s financial services career began on the floor of the New York Stock Exchange. Still, his passion for helping others was truly sparked in the living rooms and boardrooms of the families, individuals, executives, and business owners whose challenges he saw firsthand as their financial advisor. Tim's commitment to ongoing education and delivering outstanding advice is showcased through his academic accomplishments, which include a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER® certification, and the Certified Family Business Specialist (CFBS®) designation. In addition, Tim holds the Financial Industry Regulatory Authority (FINRA) Series 7, 66, 63, and SIE licenses, as well as Life, Accident & Health Insurance licenses.

Tim and his team use an educational approach to guide clients in creating and maintaining a comprehensive, coordinated financial strategy. “Our process is focused on helping them to build and maintain wealth in retirement and potentially through generations,” Tim explains. His knowledge helps them meet their objectives efficiently, and his years of experience have enabled him to build mutually trusting, comfortable relationships. Above all, Tim considers his true value to show people what is possible in their financial planning strategy.

Tim and his wife live in Connecticut and enjoy spending time with their family. In addition to spending time with his family and running his practice, Tim is very active in his community and with Hillside Food Outreach of CT/NY.

Peter Hall, MBA<br/><sup>Financial Planner & Partner</sup><br/>

Peter Hall, MBA
^{Financial Planner & Partner}

Email: phall@fgswealth.com

Peter’s career began as an engineering officer in the United States Merchant Marines. In 2003, he was awarded the Operation Iraqi Freedom Expeditionary Medal for his overseas deployment. During his time on ships, he decided to pursue an interest in investing and learned the ins and outs of the finance industry. He spent nearly 12 years in the engineering field before transitioning into financial services, where he has been ever since. Peter Holds a BS in Marine Engineering Systems from the United States Merchant Marine Academy, an MBA in Finance from the University of Connecticut, and was honorably discharged from the United States Naval Reserve in 2005. In addition, Peter holds the Financial Industry Regulatory Authority (FINRA) Series 7, 65, 63, SIE licenses, as well as Life, Accident & Health Insurance licenses.

Peter focuses his practice on families and business owners' financial planning, investment, and insurance planning needs. He believes that a person’s financial situation is bound to change over time, which is why he emphasizes the importance of having a trackable financial strategy. He says, “If my clients can sleep comfortably at night knowing their finances are secure, then I can as well.”

Outside of the office, Peter enjoys the great outdoors with his family by wakeboarding, fishing, and boating. In addition to spending time with his family and running his practice, Peter is actively involved in his children’s school and extracurricular programs.