TOP 30 Legacy planning in Canaan, Connecticut

9 results found

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.

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.

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.

Merrill Lynch Private Wealth Advisor Brian J Hetherington is a leading financial institution located at 2 Pine Street in New Canaan, Connecticut, United States. Specializing in private wealth management, Brian J Hetherington offers personalized financial solutions tailored to each client's unique needs and goals. With a focus on building long-term relationships based on trust and expertise, clients can expect top-notch service and guidance to help them achieve their financial objectives. Whether you are planning for retirement, investing for the future, or managing your wealth, Merrill Lynch Private Wealth Advisor Brian J Hetherington is dedicated to helping you navigate the complexities of the financial world with confidence.

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.

Welcome to St Joseph's Catholic Cemetery, a serene and sacred resting place located in the heart of Canaan, Connecticut. Nestled on Cemetery Road, St Joseph's Catholic Cemetery offers a tranquil environment for reflection and remembrance amidst the natural beauty of the area. Our cemetery is dedicated to providing a respectful and peaceful setting for honoring loved ones, with well-maintained grounds that reflect the dignity and reverence of our Catholic faith. At St Joseph's, we understand the importance of creating a lasting tribute to those who have passed. We offer a variety of burial options to meet the needs of our community, ensuring each service is conducted with compassion and respect. Our caring staff is here to assist families in making arrangements and to provide support during times of loss.

Welcome to Carl Great Barrington Memorial, a distinguished local business located at 104 Lower Road, North Canaan, Connecticut. Serving the community with dedication and compassion, we are committed to honoring the lives and legacies of your loved ones with dignity and respect. Our experienced and empathetic team is here to provide personalized memorial services and support, ensuring that every detail is handled with care and sensitivity. Whether you are planning in advance or need immediate assistance, Carl Great Barrington Memorial is here to guide you through every step of the process. We take pride in creating meaningful tributes that celebrate life and provide comfort to families in their time of need. Visit us today to learn more about our comprehensive services and how we can assist you in creating a lasting memory for your loved one.

Welcome to Louis E. Allyn & Sons Inc., your trusted general contractor in Canaan, Connecticut. Located at 38 Allyndale Road, we are proud to serve the local community and surrounding areas with top-notch construction and renovation services. With a legacy of excellence, our family-owned business has been dedicated to delivering quality craftsmanship and unparalleled customer service for generations. At Louis E. Allyn & Sons Inc., we specialize in a wide range of services, including residential and commercial construction, remodeling, and custom projects tailored to meet your specific needs. Our experienced team is committed to guiding you through every step of your project, ensuring a seamless and stress-free experience from concept to completion.

Welcome 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.