The Best Financial planning for beginners in Westport, Connecticut

David Janny - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street, Westport, Connecticut, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The background and qualification information of the institution can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure. David Janny believes that we are at an important investing juncture and offers insights on the current market situation and how it may impact personal financial situations. If you are not already a client, consider setting up a complimentary initial consultation to take the next step towards a more confident financial future.

Merrill Lynch Financial Advisor Kelley Krant McWilliams is a finance institution located at 253 Post Road West, Westport, Connecticut, United States. Kelley has over 19 years of experience in the financial services industry and joined Merrill Lynch Wealth Management in 2021. She offers a comprehensive approach to managing wealth, focusing on understanding her client’s priorities, goals, and aspirations. With a background in institutional fixed income and research, Kelley is dedicated to educating and preparing individuals for all stages of their financial journey. Kelley believes in building personalized financial plans through the Merrill Personal Wealth Analysis™ tool, centered on clients' goals and aspirations. She understands that life events can impact finances and is passionate about helping clients navigate through these changes. By utilizing the Investment Personality Assessment, Kelley can tailor financial approaches to align with clients' investing preferences and goals.

Merrill Edge, located at 1815 Post Road East in Westport, Connecticut, is a finance institution that offers personalized advice and guidance to help individuals achieve their financial goals. With a team of Merrill Financial Solutions Advisors, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest, save for retirement, or manage your wealth, Merrill Edge has the tools and expertise to assist you. Additionally, the institution offers a range of banking products through Bank of America, N.A. and affiliated banks. With a focus on providing valuable information and services, Merrill Edge strives to help clients make informed decisions about their finances.

Thomas C. Coughlin - M&T Bank is a finance institution located at 371 Post Road East in Westport, Connecticut, United States. As a branch of M&T Bank, this institution offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With a commitment to providing excellent customer service and expert financial advice, Thomas C. Coughlin - M&T Bank is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit their branch today to learn more about their services and how they can help you manage your finances effectively.