TOP 10 Insurance bank solutions in Greenwich, Connecticut

First Republic Bank, located at 93 Mason Street in Greenwich, Connecticut, is a full-service financial institution offering a range of banking and investment services. With a focus on providing personalized solutions and exceptional customer service, our team is dedicated to meeting the unique needs of each client. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind. Investing with us involves market risk, but our experienced team at J.P. Morgan Wealth Management is here to help you navigate the complexities of the financial world. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing a comprehensive approach to managing your wealth. Insurance products can be accessed through Chase Insurance Agency, Inc., giving you added protection for your assets. Please note that investment and insurance products are not FDIC insured and involve potential risks. At First Republic Bank, we strive to help you achieve your financial goals with confidence.

n create a personalized financial plan tailored to your unique needs and aspirations. With over 35 years of experience in the financial industry, Edward Laux of Merrill Lynch Financial Advisor is dedicated to providing a concierge level of service to meet the sophisticated wealth management needs of his clients. Located at 2 Pickwick Plaza in Greenwich, Connecticut, Edward leverages his Wall Street background to offer a wide array of products and services to help clients achieve their long-term financial goals. As a Founding Member of the First Tee of Connecticut and a coach of travel basketball, Edward is deeply involved in his community and is committed to building strong client relationships based on trust and personalized service. He works closely with the Dyer Group, one of Merrill's top advisory teams, to provide expert guidance in investment management, trust and estate planning services, insurance, alternative investments, credit, and more.

John Horton is a finance institution located at 8 Sound Shore Drive in Greenwich, Connecticut. We specialize in providing expert guidance and seamless financial management for individuals and institutions. Our team offers bespoke investment strategies aligned with your financial objectives, ensuring stability for today and your family's future. With a comprehensive suite of solutions for holistic financial planning, we cater to various trusts and offer fiduciary oversight, account management, and distribution services. Led by your private advisor, our dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey. We provide access to a sophisticated open-architecture platform of traditional and alternative investments across all major asset classes, as well as exclusive experiences and concierge services through our curated Rockefeller Lifestyle Advisory partners.