Consultation services in New Canaan, Connecticut
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New Canaan Group
● OpenThe New Canaan Group is a reputable finance and insurance agency located at 1266 East Main Street in Stamford, Connecticut, United States. With a strong focus on providing top-notch financial and insurance services to individuals and businesses, the New Canaan Group is dedicated to helping clients achieve their financial goals and protect their assets. Our experienced team of professionals is committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, insurance coverage, or retirement planning, the New Canaan Group is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can assist you in securing your financial future.
1266 E Main St # 6E, Stamford, CT 06902, United States -
New Canaan Funding LLC
● ClosedNew Canaan Funding LLC is a finance institution located at 21 Locust Avenue in the charming town of New Canaan, Connecticut. Specializing in providing funding solutions for individuals and businesses, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking for a loan, investment opportunities, or financial advice, New Canaan Funding LLC is here to provide personalized and professional services to meet your needs. Visit us today to learn more about how we can help you secure your financial future.
21 Locust Ave STE 1C, New Canaan, CT 06840, United States -
MONECO New Canaan
● ClosedMONECO New Canaan is a reputable finance institution located at 175 Elm Street in the charming town of New Canaan, Connecticut, United States. With a focus on providing expert financial services and solutions, MONECO is committed to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, wealth management, or retirement planning, the experienced team at MONECO is dedicated to providing personalized and comprehensive financial guidance. Visit MONECO New Canaan today to start securing your financial future.
175 Elm St, New Canaan, CT 06840, United States -
Connecticut Legal Services, Inc.
● ClosedConnecticut Legal Services, Inc. is a non-profit organization located at 85 Central Avenue in Waterbury, Connecticut, United States. Our team of dedicated lawyers work tirelessly to transform the lives of low-income individuals facing issues such as homelessness, lack of medical care, and domestic violence. If you are a resident of Greenwich, Stamford, Norwalk, Darien, New Canaan, Westport, or Weston, you can visit our Family Law Clinic for assistance with legal matters. Our Roadmap to Reentry Legal Guide is a valuable resource for those navigating the legal impact of a criminal record on obtaining identification, housing, public benefits, and resolving family issues.
85 Central Ave, Waterbury, CT 06702, United States -
ChefMeals Personal Chef Service, Serving Fairfield and Litchfield County, CT
● OpenChefMeals Personal Chef Service is a premier institution located at 36 Highland Avenue in Bethel, Connecticut, serving families in Fairfield and Litchfield County since 1999. Unlike supermarket meals, our personalized chef service offers fresh, healthy, and customized meals tailored to your specific needs, including food allergies and sensitivities. As a member of The United States Personal Chef Association, we take pride in providing top-notch service to our customers in Bethel, Redding, Fairfield, Wilton, Weston, Westport, Darien, Ridgefield, New Canaan, Rowayton, Southport, Washington Depot, and Danbury. Contact us for a free in-home consultation to discuss how we can cater to your dietary preferences and restrictions.
36 Highland Ave, Bethel, CT 06801, United States -
Van Nest Health and Benefits Consulting
● OpenVan Nest Health and Benefits Consulting is a leading insurance agency located at 24 East Avenue in New Canaan, Connecticut. With a focus on providing top-notch health and benefits consulting services, our team of experts is dedicated to helping individuals and businesses navigate the complex world of insurance. Whether you are looking for coverage for yourself, your family, or your employees, we are here to provide personalized solutions tailored to your specific needs. Trust Van Nest Health and Benefits Consulting to guide you towards making informed decisions about your insurance options.
24 East Ave # 125, New Canaan, CT 06840, United States -
Victor Pardi DDS
● ClosedVictor Pardi DDS is a leading dental institution located at 1212 East Putnam Avenue in Greenwich, Connecticut, United States. Specializing in orthodontic health, our dedicated team of professionals is committed to providing compassionate care to all our patients. Dr. Victor A. Pardi, recognized as one of the Top Dentists in 2021, leads our practice with expertise and a focus on delivering excellent patient care. At Victor Pardi DDS, we understand that each patient has unique needs and preferences. Our goal is to give you the perfect smile, ensuring that it is both beautiful and fully functional. With over 15 years of experience, we have proudly served the Greenwich, Darien, New Canaan, Stamford, Rye, Portchester, Bedford, Pound Ridge, and Purchase areas.
1212 E Putnam Ave, Riverside, CT 06878, United States -
Elyse Harney Real Estate - Falls Village
● ClosedElyse Harney Real Estate in Falls Village, located at 9 Barnes Road in Canaan, Connecticut, is a premier real estate agency serving the Litchfield Hills of Connecticut, the Berkshires of Massachusetts, and the Hudson Valley of New York. With over 35 years of experience and a deep connection to the local communities, our team is dedicated to helping you find your perfect home in this beautiful and diverse region. Whether you're looking for a sprawling estate with epic views, a charming 19th-century home, or a blank canvas for your dreams, we have the expertise to guide you every step of the way. Our team will work with you to understand your lifestyle, preferences, and goals, and help you explore the unique communities in the Tri-State Region.
9 Barnes Rd, Falls Village, CT 06031, United States -
Merrill Lynch Financial Advisor Linus G Cooke
● ClosedMerrill Lynch Financial Advisor Linus G Cooke is a trusted financial institution located at 2 Pine Street in New Canaan, Connecticut, United States. Specializing in finance, our expert advisors provide personalized financial planning and investment strategies to help clients achieve their financial goals. With a commitment to excellence and integrity, we strive to provide top-notch service and guidance to our valued clients. Contact us today to schedule a consultation and start building a secure financial future.
2 Pine St, New Canaan, CT 06840, United States -
de Visscher Advisors
● Opende Visscher Advisors is a finance institution located at 23 Vitti Street in New Canaan, Connecticut, United States. They specialize in providing financial advisory services to high net worth individuals, families, and businesses. With a team of experienced professionals, de Visscher Advisors offers personalized financial solutions tailored to meet the unique needs and goals of their clients. Whether it's wealth management, investment planning, or estate planning, de Visscher Advisors is dedicated to helping their clients achieve financial success and security.
23 Vitti St, New Canaan, CT 06840, United States -
Tile & Stone Techniques
● ClosedTile & Stone Techniques is a premier general contractor and home goods store located in New Canaan, Connecticut. Our store at 3 Morse Court offers a wide selection of high-quality tiles and stones for all your home improvement needs. Whether you're looking to renovate your kitchen, bathroom, or outdoor living space, our experienced team is here to help. From design consultation to installation, we provide top-notch services to ensure your project is completed to perfection. Visit us today to explore our extensive collection and turn your dream home into a reality.
3 Morse Ct, New Canaan, CT 06840, United States -
Merrill Lynch Financial Advisor Jason Klein
● ClosedMerrill Lynch Financial Advisor Jason Klein is a reputable finance institution located at 2 Pine Street in New Canaan, Connecticut, United States. With a focus on providing personalized financial advice and guidance, Jason Klein and his team strive to help clients achieve their financial goals. From investment planning to retirement strategies, they offer a wide range of services tailored to meet the individual needs of each client. With a commitment to professionalism and integrity, Merrill Lynch Financial Advisor Jason Klein is dedicated to helping clients secure their financial future.
2 Pine St, New Canaan, CT 06840, United States -
Merrill Lynch Financial Advisor Jonathan Borrajo
● ClosedMerrill Lynch Financial Advisor Jonathan Borrajo is located at 2 Pine Street in New Canaan, Connecticut, United States. Their mission is to understand each client's unique financial goals and priorities in order to design and implement a personalized plan to help manage investment risk. They believe in focusing on potential solutions that can turn goals into reality, tailored to each individual's situation. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer the Merrill Personal Wealth Analysis™ to help clients build and document a personalized plan centered on their goals.
2 Pine St, New Canaan, CT 06840, United States -
Merrill Lynch Financial Advisor Timothy H Orr
● ClosedMerrill Lynch Financial Advisor Timothy H Orr, located at 2 Pine Street in New Canaan, Connecticut, offers personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. With a background in risk management and hedging solutions, Tim leverages his experience to assist individuals and families navigate the complexities of substantial wealth. As a dedicated member of the New Canaan community, Tim is actively involved in charitable endeavors and has a strong commitment to client service. Through Merrill Personal Wealth Analysis™, Tim can build a personalized plan centered on your goals and priorities. Supported by the global resources of Merrill, Tim's team is committed to building strong client relationships based on trust and personalized service. By taking the time to understand what's important to you, Tim provides thoughtful advice and guidance to help you achieve your financial goals and secure a legacy that can last beyond your lifetime. With tools like the Investment Personality Assessment, Tim can customize a financial approach tailored to your unique situation and help you stay on track to achieve what matters most to you. As a Merrill Lynch Wealth Management Advisor, Tim is dedicated to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. Whether you're looking for investment insights, tips, or strategies, Tim is here to help you live your best financial life.
2 Pine 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 -
HTG Investment Advisors Inc
● ClosedHTG Investment Advisors Inc is a finance institution located at 50 Locust Avenue in New Canaan, Connecticut, United States. Our team of experienced advisors provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver exceptional results for our clients. Contact us today to learn more about how we can help you secure your financial future.
50 Locust Ave # 7, 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 -
Personal Financial Planning
● ClosedPersonal Financial Planning is a finance institution located at 31 Southwood Drive in New Canaan, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping individuals and families create customized plans to achieve their financial goals. From retirement planning to investment strategies, we offer a wide range of services to meet the unique needs of each client. Whether you are saving for the future or preparing for a major life event, Personal Financial Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
31 Southwood Dr, New Canaan, CT 06840, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 2 Pine Street in New Canaan, Connecticut, is a reputable finance institution offering tailored wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies based on years of combined knowledge and expertise in wealth management. Beyond traditional investments, the advisors can assist with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. Committed to client satisfaction, the financial advisors at Merrill Lynch Wealth Management prioritize understanding each client's personal and professional goals to create customized financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, contributing to economic, social, and cultural activities.
2 Pine St, New Canaan, CT 06840, United States -
Bryan P Stern CPA
● OpenBryan P Stern CPA is a trusted accounting and finance institution located at 27 Pine Street in New Canaan, Connecticut, United States. They specialize in providing tailored tax services for individuals, businesses, not-for-profits, trusts, and estates. Whether you need assistance with tax preparation, planning, sales, payroll, income, or foreign bank account reporting, they will customize their services to meet your specific needs. In addition to tax services, Bryan P Stern CPA offers customized bookkeeping and accounting services to help businesses manage their finances efficiently and effectively. By keeping all services under one roof, they can provide up-to-date financial reports on a regular basis, allowing clients to make well-informed business decisions.
27 Pine St Suite 3, New Canaan, CT 06840, United States -
Near Earth LLC
● OpenNear Earth LLC is a leading financial institution located in New Canaan, Connecticut, United States. Specializing in investment management and financial planning services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Near Earth LLC is committed to providing personalized solutions tailored to your specific needs. Visit us at 945 West Road to learn more about how we can help you navigate the complex world of finance.
945 West Rd, New Canaan, CT 06840, United States -
Oldham Resource Group Inc
● ClosedOldham Resource Group Inc is a finance institution located at 70 New Canaan Avenue, Norwalk, Connecticut, United States. With a strong focus on providing financial services and resources to individuals and businesses, Oldham Resource Group Inc is dedicated to helping clients achieve their financial goals. Whether it's investment advice, financial planning, or wealth management, our team of experts is committed to providing personalized solutions tailored to each client's needs. Trust Oldham Resource Group Inc to help you navigate the complex world of finance and secure your financial future.
70 New Canaan Ave, Norwalk, CT 06850, United States -
Catherine Avery Investment Management LLC
● OpenCatherine Avery Investment Management LLC is a finance institution located at 197 Deep Valley Road 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, Catherine Avery Investment Management LLC provides expert advice and guidance to clients looking to grow and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, Catherine Avery Investment Management LLC is dedicated to helping you make informed financial decisions.
197 Deep Valley Rd, New Canaan, CT 06840, United States -
Edward Jones - Financial Advisor: Alex Grantcharov, CFP®
● ClosedEdward Jones - Financial Advisor: Alex Grantcharov, CFP® is a reputable financial institution located at 49 Locust Avenue in New Canaan, Connecticut, United States. As a Certified Financial Planner, Alex Grantcharov provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Alex Grantcharov and the team at Edward Jones are committed to providing top-notch financial guidance and support.
49 Locust Ave Suite 101, New Canaan, CT 06840, United States -
Merrill Lynch Private Wealth Advisor Brian J Hetherington
● ClosedMerrill Lynch Private Wealth Advisor Brian J Hetherington is a leading financial institution located at 2 Pine Street in New Canaan, Connecticut, United States. Specializing in private wealth management, Brian J Hetherington offers personalized financial solutions tailored to each client's unique needs and goals. With a focus on building long-term relationships based on trust and expertise, clients can expect top-notch service and guidance to help them achieve their financial objectives. Whether you are planning for retirement, investing for the future, or managing your wealth, Merrill Lynch Private Wealth Advisor Brian J Hetherington is dedicated to helping you navigate the complexities of the financial world with confidence.
2 Pine St, New Canaan, CT 06840, United States -
Merrill Lynch Financial Advisor Craig V Somerby
● ClosedMerrill Lynch Financial Advisor Craig V Somerby is a prestigious financial institution located at 2 Pine Street, New Canaan, Connecticut, United States. With a focus on connecting all aspects of your financial life to help you prioritize and pursue your goals, Craig Somerby has been recognized as a leading Financial Advisor. He was named to the 2023 Forbes "Best-in-State Wealth Advisors" list, a testament to his dedication to exceptional client service. Craig and his team specialize in working with individuals and families, particularly founders and senior officers of private companies, to manage their finances and investments. They offer personalized investment management, wealth structuring, trust and estate planning services, legacy planning, and philanthropic solutions. By utilizing advanced online and mobile technology, they deliver a modern private banking experience tailored to each client's needs. As a Certified Private Wealth Advisor®, Craig is committed to helping clients achieve their financial goals and simplify their financial lives. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Craig V Somerby is dedicated to helping you achieve your financial aspirations.
2 Pine St, New Canaan, CT 06840, United States -
Merrill Lynch Financial Advisor Jack Hoelzer
● ClosedMerrill Lynch Financial Advisor Jack Hoelzer is a reputable institution located at 2 Pine Street, New Canaan, Connecticut, United States. With over 60 years of combined experience in the industry, the advisors at Hoelzer Steele Group are dedicated to providing top-notch financial services to clients. They focus on building trust through frequent communication, honesty, and transparency. The team takes a holistic approach to financial planning, considering clients' investment objectives, goals, and risk tolerance. They work closely with clients to create customized financial strategies that align with their unique needs and priorities. Whether clients are planning for retirement, saving for college, or passing on wealth to future generations, the team at Hoelzer Steele Group is committed to helping clients achieve their financial goals. Recognized by Forbes as "Best-in-State Wealth Management Teams" for 2023 and 2024, the advisors at Merrill Lynch are dedicated to providing exemplary client service. They offer personalized wealth management services to affluent individuals, families, and professionals, helping them organize their finances and achieve their financial goals. By leveraging the resources of Merrill and Bank of America, the team at Hoelzer Steele Group provides clients with comprehensive financial solutions to address all aspects of their financial life. Whether clients are experiencing life changes or market fluctuations, the advisors at Merrill Lynch are there to help clients stay on track and achieve their financial objectives. With a focus on personalized service and tailored investment strategies, Merrill Lynch Financial Advisor Jack Hoelzer is committed to helping clients live their best financial lives.
2 Pine St, New Canaan, CT 06840, United States -
Merrill Lynch Financial Advisor Stephen G Mackenzie
● ClosedMerrill Lynch Financial Advisor Stephen G Mackenzie is a 4-person wealth management advisory team with over 75 years of combined industry experience located in New Canaan, Connecticut. Clients are drawn to their group for their experience, knowledge, and responsiveness. They maintain strong, long-term relationships with clients who appreciate their analytical investment approach and high level of personalized client service. They help a select group of individuals and families manage and simplify their finances and investments, offering boutique-like service, broad global resources, and customized financial strategies. They specialize in addressing the unique challenges presented by newly acquired wealth. The team believes in creating a customized goals-based financial strategy for each family to guide them in understanding the relationship between their personal objectives and the value of their money. By utilizing the resources and insights of their internal specialists, they offer potential solutions to the complex challenges of significant wealth. They start every relationship with a conversation to identify and prioritize which goals matter most to the client.
2 Pine St, New Canaan, CT 06840, United States -
Merrill Lynch Financial Advisor Robert D Guere
● ClosedMerrill Lynch Financial Advisor Robert D Guere, located at 2 Pine Street, New Canaan, Connecticut, United States, is dedicated to providing exemplary client service. Recognized as one of Forbes' "Best-in-State Wealth Advisors" in 2023, Robert D Guere focuses on understanding your full financial picture to create a personalized wealth management strategy tailored to your goals. With access to Merrill's investment insights and Bank of America's banking solutions, he helps clients navigate changing market conditions and achieve their financial objectives. Through the Merrill Personal Wealth Analysis™, Robert D Guere can help you build a personalized plan centered on your aspirations and priorities. As a Merrill Lynch Wealth Management Advisor, he believes in the power of personalized financial approaches that evolve with your changing life and goals. By listening to your needs and aspirations, Robert D Guere designs and implements customized plans to help you pursue financial success while managing investment risk. With a commitment to ongoing communication and adjustments to your financial approach, he aims to help you stay on track towards your goals. Contact Robert D Guere at Merrill Lynch Financial Advisor for personalized investment strategies and comprehensive financial solutions tailored to your unique needs.
2 Pine St, New Canaan, CT 06840, United States -
Shea Brian M
● ClosedShea Brian M is a reputable finance institution located at 45 Pine Street in New Canaan, Connecticut, United States. With a strong focus on providing expert financial services and guidance, Shea Brian M is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, the experienced team at Shea Brian M is committed to delivering personalized and comprehensive financial strategies tailored to your individual needs. Trust Shea Brian M for all your financial needs and secure a brighter financial future.
45 Pine St, New Canaan, CT 06840, United States
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