TOP 10 Life insurance advisor in Greenwich, CT
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Merrill Lynch Financial Advisor Edward Laux
● Closedn 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.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor William T Whelan
● ClosedMerrill Lynch Financial Advisor William T Whelan is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients in all 50 states, the District of Columbia, and various US territories are guided towards achieving their desired lifestyles. Investing comes with risks, and there is always a potential for loss when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against market declines. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is recommended to consult with legal and/or tax advisors before making financial decisions.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Thomas Mc Candless - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas Mc Candless is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Thomas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Thomas is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those in the military community. Contact Thomas Mc Candless for expert financial guidance tailored to your unique needs and goals.
41 West Putnam Avenue, Greenwich, CT 06830, United States -
Jon L Newman - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJon L Newman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 51 Church Street in Greenwich, Connecticut, United States. Jon L Newman specializes in providing personalized financial services to individuals, including asset management, investment strategies, estate planning, retirement planning, and insurance products. Jon L Newman holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jon L Newman's expertise and commitment to providing comprehensive financial planning services to clients.
51 Church St, Greenwich, CT 06830, United States -
Michael P DeVivo - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMichael P DeVivo is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Michael P DeVivo holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael P DeVivo's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for investment strategies, estate planning, retirement planning, insurance products, or advice on fixed-rate and variable annuities, Michael P DeVivo is dedicated to helping you achieve your financial goals.
41 West Putnam Avenue, Greenwich, CT 06830, United States -
Bill Schmauch - State Farm Insurance Agent
● ClosedBill Schmauch - State Farm Insurance Agent is located at 1374 East Putnam Avenue in Greenwich, Connecticut. This insurance agency offers a wide range of coverage options, including Auto, RV, Home, Business, Health, Motorcycle, Homeowners, Life, Renters, Condo, and Boat Insurance. The team at Bill Schmauch State Farm is dedicated to providing personalized and dependable insurance services to the community. They are licensed in both Connecticut and New York, serving areas such as Rye Brook County, Litchfield County, Fairfield County, Riverside, Mianus, Oneida, and surrounding communities. The agency's mission is to be the go-to for all insurance needs, whether it's protecting your vehicle, home, or future. The team at Bill Schmauch State Farm is committed to helping clients navigate their coverage options and providing exceptional customer service. They stand out with their array of coverage options and are available to assist in both English and Spanish.
1374 E Putnam Ave fl 2, Old Greenwich, CT 06870, United States -
Northwestern Mutual Life Insurance
● OpenNorthwestern Mutual Life Insurance, located at 411 West Putnam Avenue in Greenwich, Connecticut, is a trusted finance and insurance agency dedicated to helping you protect the life you've built. Whether you need a safety net for the unexpected or a solid financial plan for the future, our policies are designed to meet your unique needs and goals. Our experienced advisors will work with you to determine the right amount and type of life insurance that fits your budget and priorities. We offer a range of options, from term life insurance for temporary coverage to whole life insurance with cash value that grows over time.
411 West Putnam Avenue, Greenwich, CT 06830, United States -
NEBCO Insurance Services, LLC
● ClosedNEBCO Insurance Services, LLC is a reputable insurance agency located at 5 Greenwich Office Park in Greenwich, Connecticut, United States. With a dedicated team of professionals, NEBCO Insurance Services, LLC offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or commercial insurance, NEBCO Insurance Services, LLC is committed to providing personalized solutions to protect what matters most to you. Contact them today to discuss your insurance needs and find the right coverage for your specific situation.
5 Greenwich Office Park, Greenwich, CT 06831, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank in Greenwich, Connecticut is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with a diverse range of clients, including wealth builders, corporate executives, and retirees, to provide personalized advice and guidance. We are committed to helping you create the life and legacy you envision. Our team in the Tri-State, Indiana, and Ohio regions is focused on building strong relationships with our clients and community. We believe in giving back and have contributed $3 million in charitable donations and 3,000 volunteer hours in the past three years. We are actively involved in supporting organizations such as Habitat for Humanity, Junior Achievement, and United Way.
2 Greenwich Office Park, Greenwich, CT 06831, United States -
Lawley
● ClosedLawley is a premier insurance agency located at 22 Thorndal Circle in Darien, Connecticut, United States. Our mission is to be the trusted partner for customers, insurance carriers, and employees seeking long-term relationships based on trust. Stay informed with the latest news on healthcare compliance, business insurance, and personal insurance by subscribing to our newsletter. Dave, our expert insurance advisor, specializes in serving high-net-worth individuals, management liability, group personal excess, and property/casualty insurance needs.
22 Thorndal Cir f3, Darien, CT 06820, United States
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