Estate and trust services in New Canaan, Connecticut
16 results found
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Avalon New Canaan
● ClosedAvalon New Canaan is a leading real estate agency located at 100 Lakeview Avenue in the picturesque town of New Canaan, Connecticut. With a team of experienced and knowledgeable real estate professionals, Avalon New Canaan is dedicated to helping clients find their dream homes in this charming community. Whether you are looking to buy, sell, or rent a property, Avalon New Canaan offers personalized service and expertise to guide you through the process. Trust Avalon New Canaan to make your real estate experience seamless and successful.
100 Lakeview Ave, 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 -
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 -
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 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 -
Brad & Vandy Reh Fine Jewelry
● ClosedBrad & Vandy Reh Fine Jewelry is a prestigious institution located at 125 Elm Street in New Canaan, Connecticut. Specializing in finance and offering a wide range of exquisite jewelry, this store prides itself on personalized service and a carefully curated inventory. With decades of experience, the team at Brad & Vandy Reh Fine Jewelry is dedicated to helping you find the perfect piece to add to your collection. Whether you're looking for fine, signed, estate, or one of a kind jewelry, you'll find it at Brad & Vandy Reh Fine Jewelry. Their constantly evolving inventory ensures that you'll always discover something special. And with their website, you can easily browse their selection from the comfort of your own home.
125 Elm St, New Canaan, CT 06840, United States -
The Law Offices Of Heidi E. Opinsky
● OpenThe Law Offices of Heidi E. Opinsky, located at 236 South Lake Drive in Stamford, Connecticut, is a trusted institution specializing in divorce and family law. Serving clients in both New York and Connecticut, Attorney Heidi Opinsky has over 30 years of experience in handling moderate and high net worth divorces, ensuring that clients receive the best possible outcomes for their assets and property. With a client-centered approach, Ms. Opinsky works closely with professionals such as forensic accountants, estate planners, and tax experts to navigate complex issues that often arise in high-asset divorce cases. In addition to divorce, she also handles cases involving civil unions, domestic partnerships, same-sex divorce, and domestic violence issues. The Law Offices of Heidi E. Opinsky is dedicated to providing superior legal representation to clients throughout Stamford, Fairfield, Greenwich, Darien, Wilton, New Canaan, Manhattan, and Westchester County. With offices in both New York City and Stamford, clients can easily access the expert legal services provided by Attorney Heidi Opinsky.
236 S Lake Dr, Stamford, CT 06903, United States -
Wallman Law Firm LLC
● ClosedWallman Law Firm LLC is a trusted legal institution located at 21 Locust Avenue in New Canaan, Connecticut. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. We specialize in various areas of law, including personal injury, family law, real estate, and estate planning. With a focus on personalized attention and professional representation, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
21 Locust Ave STE 2B, New Canaan, CT 06840, United States -
Rucci Law Group, LLC
● OpenRucci Law Group, LLC is a reputable law firm located at 59 Grove Street in New Canaan, Connecticut, United States. With a team of experienced and dedicated attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in areas such as real estate law, estate planning, and business law, Rucci Law Group, LLC is committed to providing high-quality legal representation and personalized attention to each client. Whether you are buying a home, planning for the future, or starting a business, you can trust Rucci Law Group, LLC to guide you through the legal process with professionalism and expertise.
59 Grove St, New Canaan, CT 06840, United States -
Ivey Barnum & O'Mara LLC
● ClosedIvey Barnum & O'Mara LLC is a prestigious law firm located in New Canaan, Connecticut. With a strong reputation for delivering exceptional legal services, our team of experienced lawyers is dedicated to providing personalized attention and expert advice to our clients. Specializing in a wide range of legal areas, including business law, real estate, estate planning, and litigation, we are committed to helping our clients navigate complex legal issues with confidence. Conveniently located at 161 Cherry Street, our office is easily accessible for clients in the New Canaan area. Trust Ivey Barnum & O'Mara LLC to provide the legal representation you need to achieve your goals.
161 Cherry St 2nd floor, New Canaan, CT 06840, United States -
Law Offices of Richard C. Stewart
● ClosedThe Law Offices of Richard C. Stewart is a reputable legal firm located at 237 Elm Street in New Canaan, Connecticut. With years of experience in various areas of law, including personal injury, family law, and estate planning, our team of dedicated attorneys is committed to providing top-notch legal representation to our clients. We strive to achieve the best possible outcomes for our clients, offering personalized and professional services tailored to their individual needs. Trust the Law Offices of Richard C. Stewart for all your legal needs in the New Canaan area.
237 Elm St, New Canaan, CT 06840, United States -
Buckley Maschoff & Talwalkar LLC
● ClosedBuckley Maschoff & Talwalkar LLC is a reputable law firm located at 50 Locust Avenue in New Canaan, Connecticut. Specializing in various areas of law, including litigation, real estate, and estate planning, the firm is dedicated to providing top-notch legal services to clients in the local community. With a team of experienced attorneys, Buckley Maschoff & Talwalkar LLC is known for their professionalism, expertise, and commitment to achieving successful outcomes for their clients. Whether you are in need of legal representation or advice, this firm is a trusted partner for all your legal needs.
50 Locust Ave #9, New Canaan, CT 06840, United States -
Law Offices of Leon Krolikowski, LLC
● OpenThe Law Offices of Leon Krolikowski, LLC is a reputable legal firm located at 140 Elm Street in New Canaan, Connecticut, United States. Specializing in various areas of law, including but not limited to, personal injury, criminal defense, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation and exceptional client service. With a track record of successful cases and satisfied clients, you can trust the Law Offices of Leon Krolikowski, LLC to handle your legal matters with skill and expertise. Contact us today to schedule a consultation.
140 Elm St, New Canaan, CT 06840, United States -
Osterndorf William P
● OpenOsterndorf William P is a reputable law firm located at 18 Fairty Drive in New Canaan, Connecticut. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients in various practice areas. Whether you need assistance with personal injury claims, family law matters, estate planning, or business litigation, our skilled attorneys are here to help. Trust Osterndorf William P to provide you with expert legal representation and guidance in navigating the complexities of the legal system. Contact us today to schedule a consultation.
18 Fairty Dr, New Canaan, CT 06840, United States -
Kevin McMahon
● OpenKevin McMahon is a reputable lawyer institution located at 191 Marshall Ridge Road in New Canaan, Connecticut, United States. With years of experience and expertise in various legal matters, Kevin McMahon provides top-notch legal services to clients in need of legal representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice on business matters, Kevin McMahon is dedicated to providing professional and effective legal solutions. Trust in Kevin McMahon to handle your legal needs with skill and integrity.
191 Marshall Ridge Rd, New Canaan, CT 06840, United States -
Eden Hill Recovery Retreat
● ClosedWelcome to Eden Hill Recovery Retreat, a sanctuary nestled in the serene landscapes of Canaan, Connecticut, exclusively designed for women seeking a transformative path to sustainable recovery. Located at 143 East Canaan Road, our Transitional Sober Living program serves as a vital bridge between inpatient treatment for Substance Use Disorder and independent living. With stays ranging from three to six months, guests leave with renewed confidence and a solid foundation for long-term recovery. At Eden Hill, we understand that transitioning from a structured inpatient environment to independent living can be daunting. Our program is crafted to fill this crucial gap, offering a supportive, structured setting where women can apply the skills learned during initial treatment to real-life situations. Our gender-responsive approach includes round-the-clock care from dedicated professionals, daily group sessions, individual therapy, and a phased system that nurtures structured independence.
143 East Canaan Road, Canaan, Connecticut 06018, United States
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