Asset management services in Canaan, Connecticut
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Gilman Hill Asset Management, LLC
● ClosedGilman Hill Asset Management, LLC is a finance institution located at 220 Elm Street in New Canaan, Connecticut, United States. We specialize in providing personalized investment management services to individuals, families, and institutions. Our team of experienced professionals work closely with clients to develop customized financial strategies that align with their unique goals and objectives. With a focus on long-term growth and preservation of capital, we strive to help our clients achieve financial success and peace of mind. Contact us today to learn more about how we can help you reach your financial goals.
220 Elm St, New Canaan, CT 06840, United States -
Walbert Capital Management
● ClosedWalbert Capital Management is a reputable finance institution located at 11 Forest Street in New Canaan, Connecticut, United States. Specializing in investment management, the institution offers personalized financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Walbert Capital Management is dedicated to providing top-notch financial advice and strategies to its clients.
11 Forest St, New Canaan, CT 06840, United States -
Impala Asset Management
● OpenImpala Asset Management is a finance institution located at 107 Cherry Street in New Canaan, Connecticut, United States. With a focus on managing assets and investments, Impala Asset Management provides expert financial advice and strategies to help clients achieve their financial goals. The institution prides itself on its personalized approach to wealth management and its commitment to delivering superior results for its clients. Whether you are an individual investor or a corporate entity, Impala Asset Management offers a range of services to meet your specific needs and objectives.
107 Cherry St, New Canaan, CT 06840, United States -
RoundTable Financial Group, LLC
● OpenRoundTable Financial Group, LLC is a finance institution located at 23A Charter Oak Drive in New Canaan, Connecticut, United States. Our team of experienced financial professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your assets, we provide personalized solutions to meet your specific needs. With a focus on transparency, integrity, and client satisfaction, RoundTable Financial Group, LLC is committed to providing top-notch financial services to our valued clients.
23A Charter Oak Dr, New Canaan, CT 06840, United States -
Merrill Lynch Financial Advisor James C Steele
● ClosedMerrill Lynch Financial Advisor James C Steele, located at 2 Pine Street in New Canaan, Connecticut, offers personalized financial services to clients. With over 60 years of combined experience, the Hoelzer Steele Group provides a holistic approach to financial planning, taking into account clients' goals, risk tolerance, and investment objectives. The team focuses on frequent communication, honesty, and transparency to build trust with clients. The institution offers customizable wealth management services to affluent individuals, families, and professionals, guiding clients through various life events such as career changes, education savings, retirement planning, and legacy planning. The team at Merrill Lynch aims to create a customized financial strategy tailored to each client's unique needs and goals. They utilize resources from Bank of America and Merrill to address all aspects of a client's financial life.
2 Pine St, New Canaan, CT 06840, United States -
Fenwick Investments
● ClosedFenwick Investments is a leading finance institution located at 49 Locust Avenue in New Canaan, Connecticut, United States. With a commitment to providing top-notch financial services, Fenwick Investments offers expert advice and personalized investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fenwick Investments is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
49 Locust Ave, New Canaan, CT 06840, United States -
Merrill Lynch Financial Advisor G. Robin Wells
● ClosedMerrill Lynch Financial Advisor G. Robin Wells, located at 2 Pine Street, New Canaan, Connecticut, is a finance institution with over 25 years of experience in global financial markets. G. Robin Wells offers quality wealth management services to domestic and international private individuals, families, small businesses, and non-profit organizations. With a focus on simplifying and organizing financial lives through a goals-based approach, G. Robin Wells provides global investment strategies for international customers and permanent residents. As a Certified Divorce Financial Analyst® professional, he also assists individuals and couples during divorce and beyond. Services include retirement, trust, and estate planning, asset management, security selection, private equity and alternative investments, education planning, and more. G. Robin Wells operates at the center of his clients' financial lives, providing a 360° view of their goals and needs. With a personalized approach and regular reviews, he adapts to market changes and client situations. G. Robin Wells is a double major graduate in Economics & Business and Mathematics, a member of the CFA Societies of Stamford and New York, and resides in New Canaan, CT with his family. Merrill Personal Wealth Analysis™ helps build personalized financial plans focused on achieving goals. The institution focuses on understanding clients' priorities, creating comprehensive strategies, and adapting to changes in life and financial markets. By building relationships based on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients pursue their goals and address financial complexities.
2 Pine St, New Canaan, CT 06840, United States -
J M Lummis & Co
● OpenJ M Lummis & Co is a reputable finance institution located at 50 Locust Avenue in the charming town of New Canaan, Connecticut, United States. With a strong focus on providing personalized financial services, J M Lummis & Co is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at J M Lummis & Co is here to help. Trustworthy, reliable, and committed to excellence, J M Lummis & Co is the go-to destination for all your financial needs.
50 Locust Ave #8, New Canaan, CT 06840, United States -
Warwick Capital Group, LLC
● OpenWarwick Capital Group, LLC is a finance institution located at 51 Locust Avenue in New Canaan, Connecticut, United States. With a strong reputation for providing expert financial services, Warwick Capital Group offers a wide range of investment opportunities and financial solutions to clients. Their experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Warwick Capital Group is committed to providing top-tier financial services tailored to your specific needs.
51 Locust Ave Suite 202, New Canaan, CT 06840, United States -
LibertyX Bitcoin ATM
● OpenWelcome to LibertyX Bitcoin ATM, your premier destination for convenient and secure Bitcoin transactions in Canaan, Connecticut. Located at 76 Main Street, our state-of-the-art Bitcoin ATM offers an easy and user-friendly way to buy and sell Bitcoin. Whether you're a seasoned cryptocurrency enthusiast or just beginning your digital currency journey, our machine provides a hassle-free experience with step-by-step instructions to guide you through the process. At LibertyX Bitcoin ATM, we prioritize your financial security. Our ATM is equipped with the latest technology to ensure all transactions are safe and private. You can quickly convert cash to Bitcoin or vice versa, making it a perfect solution for those seeking a reliable and fast way to manage their digital assets.
76 Main Street, Canaan, Connecticut 06018, United States
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