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Reservoir Financial, LLC

Reservoir Financial, LLC

Reservoir Financial, LLC
Categories

Finance - Bank/Lending

  • 205 Storrs Rd. Mansfield Center CT 06250
  • (860) 423-2845
  • Send Email
  • Visit Website

Hours:

We are open Monday through Fridays from 9:00- 5pm.

About Us

“Caring, Understanding, and Customized” is more than a slogan to us. The entire team at Reservoir Financial truly cares about each other, about you and about your financial well-being. We want you to feel comfortable during every consultation and comfortable asking us any financial question.

We believe that your interests come first. We are committed to offering a caring and personalized approach to financial planning. We want you to clearly understand and share in the journey of exploring your unique path to achieving your financial life goals.

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Highlights

  • Take a look at our brochure!
  • Our Message
  • Your First Meeting
  • What we do for you

Images

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Gallery Image 156ResFin210729.jpg
Gallery Image 156ResFin210729.jpg

Rep/Contact Info

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Liz Charron

Liz is an Accredited Investment Fiduciary®, meeting the highest ethical and professional standards in the industry.  She has over 40 years of financial experience, having been an insurance executive in actuarial, product development, customer services and information technology.  In 2000, she founded Reservoir Financial to help people define, create and implement plans for achieving their financial dreams.

Caring and expertise are at the core of everything she does, including her extensive community involvement.  Currently, Liz is Chairman of the Lebanon Board of Finance and also serves on the Planned Giving Committee at the Windham Hospital Foundation.  She is an active member of St. Paul's Episcopal Church.  

Liz and her husband Joe spend their time outdoors, hiking and kayaking and enjoying the company of family and friends.

Liz Charron
Partner
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Ralph Johnston III
Ralph, our esteemed “second in command” joined the team in 2015, after 17 years of dedicated service at a regional bank.  His commitment to guiding clients reach financial success is tangible as he is a six time recipient of the Connecticut Five Star Wealth Manager award.  His Certified Financial Planner, CFP ® designation helps too.

In today’s ever changing financial environment, being properly informed is key.  As our resident “nerd,” Ralph’s always striving to be better informed across all products and platforms in order to help our clients feel secure on their road to retirement

In Ralph’s free time, he enjoys coaching youth basketball and baseball in Norwich. When he’s not setting up drills or sitting at conference table, you can find him at the beach with his kids, or enjoying the outdoors. 
Ralph Johnston III
Partner
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MaCi-Lee Jones
MaCi-Lee Jones
Client Relations Advocate
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Phil Maliniak
Phil began his financial services career in 2006 and has been an Investment Advisor Representative with United Planners’ Financial Services of America since 2016.  He earned a Bachelor of Science in Finance with a minor in Global Business from Virginia Tech in 2006 and the Chartered Retirement Planning Counselor (CRPC®) designation for pre- and post-retirement planning needs in 2008.

A native of Virginia Beach, Virginia, Phil is the son of a retired naval officer. He and his wife Vanna have two children, a daughter, Riva, and a son, Donovan.

 
Phil Maliniak
Partner
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Carol Misak
Carol Misak
Client Relations Advocate
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Laura Myers
 
 
Laura Myers
Client Relations Advocate
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Xerxes Nabong

Xerxes brings 16 years of financial planning experience to the team. More than just a CERTIFIED FINANCIAL PLANNER™ professional, he strives to help people reach their long-term financial dreams while living life to the fullest day by day.

A graduate of Old Dominion, Xerxes sits on their Executive Advisory Council to the Strome College of Business and has created a university endowment fund awarding an annual scholarship. He's received many honors for his business and community involvement including Top 40 Under 40 in all of Hampton Roads, VA and recently, in the inaugural recognition of Old Dominion University Alumni Association’s Top 40 Under 40 class.

In his spare time, Xerxes is an avid golfer, fitness addict, and traveler. You can find him on the golf course, hiking up a mountain trail, or eating loads of sushi at one time.

Xerxes Nabong
Partner
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We’re conveniently located in the heart of downtown Willimantic’s business district. Call us to schedule a meeting to discuss your business needs or to meet with our Business Resource Center.

Windham Region Chamber of Commerce
1320 Main St., Suite 27
Willimantic CT 06226
Phone: (860) 428-7739

info@windhamchamber.com

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