Financial planning for professionals in Canaan, CT
20 results found
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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 -
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 -
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 -
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 -
Edward Jones - Financial Advisor: Madelein J Wentzel, CIMA®
● OpenEdward Jones - Financial Advisor: Madelein J Wentzel, CIMA® is a reputable financial institution located at 49 Locust Avenue in New Canaan, Connecticut, United States. Specializing in providing personalized financial advice and services, Madelein J Wentzel, CIMA® is dedicated to helping clients achieve their financial goals and secure their future. With a strong focus on integrity and professionalism, this institution offers a wide range of financial products and services tailored to meet the individual needs of each client. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones - Financial Advisor: Madelein J Wentzel, CIMA® is committed to helping you make informed decisions and build a solid financial foundation.
49 Locust Ave Suite 101, New Canaan, CT 06840, United States -
Regal Financial Group
● ClosedRegal Financial Group is a reputable finance institution located at 283 Main Street in New Canaan, Connecticut, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, Regal Financial Group is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
283 Main 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 -
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 -
Alexander Capital Advisors LLC
● OpenAlexander Capital Advisors LLC is a leading finance institution located at 125 Elm Street in New Canaan, Connecticut, United States. With a team of experienced professionals, we provide expert financial advice and investment management services to individuals, families, and businesses. Our personalized approach helps clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Alexander Capital Advisors LLC is here to help you every step of the way.
125 Elm St, 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 -
Reynolds & Rowella, LLP
● OpenReynolds & Rowella, LLP is a top-tier accounting and finance institution located at 51 Locust Avenue in New Canaan, Connecticut, United States. With a team of experienced professionals, they provide a wide range of services including tax planning, auditing, financial consulting, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Contact Reynolds & Rowella, LLP for all your accounting and finance needs.
51 Locust Ave #303, New Canaan, CT 06840, United States -
John B. Nelson, CPA
● ClosedJohn B. Nelson, CPA is a trusted accounting and finance institution located at 50 Locust Avenue in New Canaan, Connecticut, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, John B. Nelson, CPA is dedicated to helping you achieve your financial goals. Their team of professionals is committed to providing personalized and reliable services to ensure the success of their clients. Trust John B. Nelson, CPA for all your accounting and finance needs.
50 Locust Ave, New Canaan, CT 06840, United States -
Taylor McKay
● OpenTaylor McKay is a prestigious accounting and finance institution located at 72 Park Street in the charming town of New Canaan, Connecticut, United States. With a strong focus on providing top-notch financial services and expertise, Taylor McKay is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers a wide range of services including tax preparation, financial planning, and investment management. Whether you are looking for personal financial advice or seeking expert guidance for your business, Taylor McKay is here to provide exceptional service and support.
72 Park St, New Canaan, CT 06840, United States -
Kevin Tabet - State Farm Insurance Agent
● ClosedKevin Tabet - State Farm Insurance Agent is a reputable insurance agency located at 992 High Ridge Road in Stamford, Connecticut, United States. We proudly serve the communities of Stamford, Greenwich, Darien, Norwalk, New Canaan, and surrounding areas with a wide range of insurance services including Auto Insurance, Home Insurance, Renter’s Insurance, Motorcycle Insurance, RV Insurance, Life Insurance, Business Insurance, Pet Insurance, and Financial Services. Our team of licensed Insurance Professionals is dedicated to providing personalized coverage tailored to your specific needs. Whether you are new to the area or looking to relocate to Fairfield County, we are here to help you protect what matters most so you can focus on achieving your life goals. Feel free to contact us for a free quote on Auto Insurance, Home Insurance, or Life Insurance. We are committed to delivering outstanding service and ensuring that your insurance needs are met with care and precision. With a focus on customer relations and comprehensive training, our team is here to assist you every step of the way. Contact us today to learn more about how we can help you safeguard your assets and plan for the future.
992 High Ridge Rd # 304, Stamford, CT 06905, United States -
Robert N. Sloan New York Life Agent
● ClosedRobert N. Sloan is a dedicated New York Life Agent located at 61 Bittersweet Lane in New Canaan, Connecticut. As an insurance agency, Robert N. Sloan offers a range of insurance products and services to meet the needs of individuals and families in the area. With a commitment to providing personalized and professional service, Robert N. Sloan helps clients navigate the complexities of insurance to find the best coverage for their unique situations. Whether you are looking for life insurance, retirement planning, or investment solutions, Robert N. Sloan is here to help you protect your future and achieve your financial goals.
61 Bittersweet Ln, New Canaan, CT 06840, United States -
Newkirk-Palmer Funeral Homes
● OpenWelcome to Newkirk-Palmer Funeral Homes, a compassionate and dedicated funeral service provider located in the heart of Canaan, Connecticut. Situated at 118 Main Street, our funeral home is committed to offering support and guidance to families during their most difficult times. With a deep understanding of the importance of honoring and celebrating the lives of loved ones, we provide a range of personalized funeral and memorial services tailored to meet the unique needs and wishes of each family we serve. At Newkirk-Palmer Funeral Homes, we pride ourselves on our professionalism, attention to detail, and respectful care for both the deceased and their families. Our experienced and empathetic staff are here to assist you every step of the way, ensuring that every aspect of the service is handled with dignity and compassion. Whether you are planning a traditional funeral, a contemporary memorial, or exploring pre-planning options, we are here to help you create a meaningful tribute that reflects the life and legacy of your loved one.
118 Main Street, Canaan, Connecticut 06018, United States
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