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TOP 30 Financial advising in New Haven, CT
7 results found
Search for local businesses, places and services near you
Dean Volain - Financial Advisor, Ameriprise Financial Services, LLC
Dean Volain - Financial Advisor, Ameriprise Financial Services, LLC, is a reputable finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. Dean Volain is the proud recipient of the 2023 Ameriprise Client Experience Award, showcasing his dedication to providing excellent client service. With a focus on personalized financial advice, Dean takes the time to understand your goals and help you prepare for the future with confidence. Whether you are saving for college, planning for retirement, or looking to make smart investments, Dean can assist you in navigating the expected and unexpected aspects of your financial journey. As a registered investment adviser with Ameriprise Financial Services, LLC, Dean offers investment advisory products and services to help you achieve your financial goals. If you are interested in setting up a complimentary initial consultation to discuss your financial needs, feel free to reach out to Dean Volain today. Additionally, Dean can only conduct securities business with residents of states in which he is properly registered, so be sure to check FINRA's BrokerCheck website for more information. Partner with Dean Volain to take the next step towards a more secure financial future.
Merrill Lynch Financial Advisor John C. Campeau, Jr.
Merrill Lynch Financial Advisor John C. Campeau, Jr. is located at 157 Church Street in New Haven, Connecticut, United States. With over 35 years of experience, John and his team specialize in goal-based wealth management and legacy planning. They take a holistic approach to advising clients, creating personalized wealth management strategies that include asset allocations, investment recommendations, and financial plans. John's client base includes entrepreneurs, corporations, CEOs, medical practitioners, and entertainment professionals in the NY & Los Angeles entertainment communities. He is known for his expertise in the field, having been the financial expert for ABC News Channel 8 and a panelist on MSNBC's Buchanan & Press. John is also an adventurer at heart, with interests in design, film, photography, and surfing. He is dedicated to serving the community through volunteering and believes in building personalized financial plans centered on clients' goals and priorities. With the Merrill Personal Wealth Analysis™ tool, John helps clients document and achieve their financial goals, adapting their approach as life changes. By understanding clients' investing preferences through the Investment Personality Assessment, John tailors financial strategies to help them pursue what matters most. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to develop an approach designed to address their financial needs and achieve their goals. Through regular check-ins and reviews, John helps clients stay on track and adjust their financial approach as needed. The Merrill Lynch Wealth Management team is committed to providing personalized investment strategies and comprehensive financial solutions to help clients reach their goals.
Matthew Lubanko - Morgan Stanley
Matthew Lubanko - Morgan Stanley is a prestigious financial institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. Specializing in wealth management, investment banking, and financial advising, our team of experts is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and integrity, we provide personalized services tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Matthew Lubanko - Morgan Stanley is here to help you every step of the way.
Bank of America Private Client Advisor William (W. Matthew) M Lynn
Bank of America Private Client Advisor William (W. Matthew) M Lynn is a Vice President and Private Client Advisor at Bank of America Private Bank in Western Connecticut. With a wealth management team of specialists, he actively engages clients to understand their financial health and goals. Providing relevant information, he helps clients navigate the complexities of their financial situation and offers holistic strategies in investment management, estate planning, philanthropy, and more. Matt has a strong network within Bank of America, including Wealth Strategists who can assist with complex estate planning. With a background in owning a retail business and corporate positions, Matt brings a unique perspective to financial advising. He is also involved in charitable organizations and serves as a Trustee of a modern dance company. Bank of America Private Bank has a rich history of helping clients manage significant wealth, with a commitment to personalized service and innovation. They prioritize client goals and offer disciplined financial strategies to navigate evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Consult your advisors before making financial decisions.
Bank of America Private Client Advisor Sandra V. Senich
Bank of America Private Client Advisor Sandra V. Senich, located at 157 Church Street in New Haven, Connecticut, is a finance institution led by Managing Director Sandra Vigliotti Senich. With over three decades of experience, Sandra specializes in helping clients manage their wealth by providing investment management, credit and lending opportunities, trust and estate planning services, and tax minimization strategies. She is dedicated to simplifying complexity for clients and connecting them to global resources to meet their unique needs. Sandra is known for her expertise in assisting multiple generations of families with significant wealth, engaging the next generation in family meetings, and helping family foundations and not-for-profits pursue their philanthropic missions. She holds a bachelor's degree in economics from the University of Connecticut and an M.B.A. in finance from the University of New Haven.
Truman School
Truman School is a highly regarded primary school located at 114 Truman Street in the vibrant city of New Haven, Connecticut, United States. Our school is committed to providing a top-notch education for students in a safe and nurturing environment. With a dedicated team of educators and staff, Truman School offers a well-rounded curriculum that focuses on academic excellence, character development, and individual growth. We pride ourselves on fostering a sense of community and collaboration among students, parents, and teachers. At Truman School, we strive to inspire a lifelong love of learning and prepare our students for success in their future endeavors.
Zachary Racow - State Farm Insurance Agent
Zachary Racow - State Farm Insurance Agent is a reputable insurance agency located at 230 East Main Street in Branford, Connecticut. The large blue building is easily recognizable, situated across from Mill Pond Veterinary Hospital and Cumberland Farms. The agency serves a wide range of areas including Branford, North Branford, East Haven, New Haven, Guilford, Madison, Clinton, Killingworth, and New Haven County, offering services such as Auto, Homeowners Insurance, Financial Services, commercial auto, and business insurance. As a second-generation State Farm Agent, Zachary Racow is dedicated to providing exceptional service to all customers. With a team that aims to create a great experience for every client, the agency offers State Farm Discounts in Guilford, Auto Insurance Quotes in Madison, Home Insurance in East Haven, Renters Insurance in New Haven, Car Insurance in North Branford, and more. Additionally, the agency provides life insurance protection for residents in Connecticut and New Haven County.
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