The 30 Best Individualized financial plans in Canaan, Connecticut

Merrill 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.

Merrill 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.

Merrill 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.

RoundTable 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.

The 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.

Merrill 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.

Personal 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.

Edward 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.

Merrill 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.

Merrill 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.

Merrill 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.

MONECO 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.

Edward 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.

Regal 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.

Merrill Lynch Financial Advisor Matthew Heisler 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 expertise, knowledge, and responsiveness. They provide personalized client service and analytical investment approaches to help individuals and families manage and simplify their finances and investments. They offer boutique-like service, global resources, and customized financial strategies to help clients achieve their goals. The team believes in creating customized goals-based financial strategies to best understand each family's specific needs and priorities. By utilizing the Investment Personality Assessment, they can tailor financial approaches to help clients pursue what matters most to them. They offer Merrill Personal Wealth Analysis™ to build personalized plans centered on goals. The team is committed to building strong client relationships based on trust and personalized service. They work with clients to regularly review goals and financial approaches to stay on track towards achieving what's most important. The team believes in putting clients first and providing comprehensive financial solutions. They offer the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Financial Advisor Matthew Heisler is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals.

Merrill 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.

Sinnamon & Associates is a reputable accounting and finance institution located at 194 Ashley Falls Road in Canaan, Connecticut, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, bookkeeping, and more. Trust Sinnamon & Associates to provide you with accurate and reliable financial solutions tailored to your specific needs.

de 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.

Riccardelli Accounting is a trusted accounting and finance institution located at 10 East Main Street in Canaan, Connecticut, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses in the area. From tax preparation to financial planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Merrill 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.

Bryan 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.

Oldham 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.

NBT Bank is a full-service financial institution located at 100 Main Street in Canaan, Connecticut, United States. As a trusted bank with a strong presence in the community, NBT Bank offers a wide range of banking services including savings accounts, checking accounts, loans, mortgages, and investment options. Customers can also access their accounts conveniently through the bank's ATM services. With a commitment to providing personalized financial solutions and excellent customer service, NBT Bank is dedicated to helping individuals and businesses achieve their financial goals.

Shea 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.

Gilman Hill Asset Management, LLC is a finance institution located at 220 Elm Street in New Canaan, Connecticut, United States. We specialize in providing personalized investment management services to individuals, families, and institutions. Our team of experienced professionals work closely with clients to develop customized financial strategies that align with their unique goals and objectives. With a focus on long-term growth and preservation of capital, we strive to help our clients achieve financial success and peace of mind. Contact us today to learn more about how we can help you reach your financial goals.

Alexander 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.

Ram Management Group Ltd is a finance institution located at 16 Forest Street in New Canaan, Connecticut, United States. With a focus on providing comprehensive financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer a range of services tailored to meet the unique needs of our clients. Trust Ram Management Group Ltd to guide you towards a secure financial future.

J M Lummis & Co is a reputable finance institution located at 50 Locust Avenue in the charming town of New Canaan, Connecticut, United States. With a strong focus on providing personalized financial services, J M Lummis & Co is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at J M Lummis & Co is here to help. Trustworthy, reliable, and committed to excellence, J M Lummis & Co is the go-to destination for all your financial needs.

Nantahala Capital is a finance institution located at 130 Main Street in New Canaan, Connecticut, United States. With a focus on investment management, Nantahala Capital offers a range of financial services to help clients achieve their financial goals. The institution is known for its expertise in navigating the complexities of the financial markets and providing tailored solutions to meet the unique needs of each client. With a commitment to excellence and a track record of success, Nantahala Capital is a trusted partner for individuals and businesses seeking expert financial guidance.

Warwick 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.