TOP 30 Best Personalized in New Canaan, Connecticut
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Antonia Valassis
Antonia Valassis is a reputable health institution located at 120 New Canaan Avenue in Norwalk, Connecticut, United States. Specializing in pharmacy services, this institution offers a wide range of health products and medications to meet the needs of its customers. With a focus on providing quality care and exceptional customer service, Antonia Valassis is a trusted destination for all your health and wellness needs. Visit us today to experience the difference.
Catherine Avery Investment Management LLC
Catherine 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.
Edward Jones - Financial Advisor: Alex Grantcharov, CFP®
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 Private Wealth Advisor Brian J Hetherington
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
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
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
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.
Merrill Lynch Financial Advisor Robert D Guere
Merrill Lynch Financial Advisor Robert D Guere, located at 2 Pine Street, New Canaan, Connecticut, United States, is dedicated to providing exemplary client service. Recognized as one of Forbes' "Best-in-State Wealth Advisors" in 2023, Robert D Guere focuses on understanding your full financial picture to create a personalized wealth management strategy tailored to your goals. With access to Merrill's investment insights and Bank of America's banking solutions, he helps clients navigate changing market conditions and achieve their financial objectives. Through the Merrill Personal Wealth Analysis™, Robert D Guere can help you build a personalized plan centered on your aspirations and priorities. As a Merrill Lynch Wealth Management Advisor, he believes in the power of personalized financial approaches that evolve with your changing life and goals. By listening to your needs and aspirations, Robert D Guere designs and implements customized plans to help you pursue financial success while managing investment risk. With a commitment to ongoing communication and adjustments to your financial approach, he aims to help you stay on track towards your goals. Contact Robert D Guere at Merrill Lynch Financial Advisor for personalized investment strategies and comprehensive financial solutions tailored to your unique needs.
Shea Brian M
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.
Fenwick Investments
Fenwick Investments is a leading finance institution located at 49 Locust Avenue in New Canaan, Connecticut, United States. With a commitment to providing top-notch financial services, Fenwick Investments offers expert advice and personalized investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fenwick Investments is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Susan Kaupie
Merrill Lynch Financial Advisor Susan Kaupie, located at 2 Pine Street in New Canaan, Connecticut, offers personalized financial services to help clients achieve their goals. With over 15,000 advisors nationwide, Merrill Lynch provides a wide range of brokerage, investment advisory, and other services to clients in all 50 states. Please note that investing involves risk and it is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice. Services offered include asset allocation, diversification, and rebalancing, but these do not guarantee a profit or protect against loss. Additionally, insurance and annuity products are available through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch strives to provide clients with information about products and services that may be of interest. Please be aware that you are leaving Bank of America's website and being redirected to FINRA's BrokerCheck. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Please consult with a financial advisor for personalized advice tailored to your specific needs.
Edward Jones - Financial Advisor: Madelein J Wentzel, CIMA®
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.
Merrill Lynch Financial Advisor Matthew Heisler
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.
Alexander Capital Advisors LLC
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.
Bert Bowler - Round Rock Advisors
Bert Bowler - Round Rock Advisors is a leading finance institution located at 65 Locust Avenue in New Canaan, Connecticut, United States. With a team of experienced financial advisors, they provide expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Bert Bowler - Round Rock Advisors offers comprehensive services to meet your needs. Trust in their expertise and dedication to help secure your financial future.
Merrill Lynch Financial Advisor G. Robin Wells
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.
J M Lummis & Co
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.
Warwick Capital Group, LLC
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.
Chemrick Tax Resolution LLC
Chemrick Tax Resolution LLC is a trusted accounting and finance institution located at 70 New Canaan Avenue in Norwalk, Connecticut. Specializing in tax resolution services, our team of experienced professionals is dedicated to helping individuals and businesses navigate complex tax issues and find solutions that work for them. Whether you are facing IRS audits, tax liens, or other tax-related challenges, our experts are here to provide personalized guidance and support. Contact us today to learn more about how we can assist you with your tax needs.
Income Tax Preparation
Income Tax Preparation is an accounting and finance institution located at 69 Old Norwalk Road in New Canaan, Connecticut, United States. Our team of experienced professionals specializes in helping individuals and businesses navigate the complexities of tax laws and regulations to ensure accurate and timely tax filings. Whether you need assistance with tax planning, preparation, or filing, our knowledgeable staff is here to provide personalized service and support. Trust Income Tax Preparation to help you maximize your tax savings and minimize your tax liabilities.
John B. Nelson, CPA
John 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.
Taylor McKay
Taylor 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.
Belden Hill Montessori
Belden Hill Montessori is a prestigious school located at 48 New Canaan Road in Wilton, Connecticut, United States. Our institution offers a unique and innovative Montessori education program that focuses on individualized learning and holistic development. With a dedicated team of experienced educators, state-of-the-art facilities, and a nurturing environment, Belden Hill Montessori is committed to providing students with a solid academic foundation and essential life skills. Join us and discover the difference of a Montessori education at Belden Hill Montessori.
Sitting Pretty
Sitting Pretty is a charming home goods store located at 111 Elm Street in New Canaan, Connecticut. Our store offers a carefully curated selection of stylish and high-quality furniture, decor, and accessories to help you create a beautiful and inviting space in your home. Whether you're looking for a statement piece to enhance your living room or simply searching for the perfect accent to complete a room, our friendly and knowledgeable staff are here to assist you. Visit Sitting Pretty today and let us help you transform your house into a home that truly reflects your personal style.
SPK College Advising
SPK College Advising is a leading institution located at 266 Putnam Road in New Canaan, Connecticut, United States. We specialize in providing personalized guidance and support to students as they navigate the college admissions process. Our experienced advisors work closely with each student to help them identify their goals, explore potential colleges, and develop a strong application strategy. With a focus on individualized attention and expert knowledge of the college landscape, SPK College Advising is dedicated to helping students achieve their academic and career aspirations. Contact us today to learn more about how we can support you on your path to higher education success.
RD Finest Beauty
RD Finest Beauty is a premier clothing store located in the heart of New Canaan, Connecticut. Our store at 41 Millport Avenue offers a curated selection of the finest and trendiest beauty products, from stylish clothing to accessories. Explore our collection and discover the latest fashion trends to elevate your wardrobe. Our friendly staff is dedicated to providing top-notch customer service and helping you find the perfect pieces to enhance your personal style. Visit RD Finest Beauty today and experience the best in beauty and fashion.
The Salt and The Sea Acupuncture
The Salt and The Sea Acupuncture is a premier health institution located at 11 Forest Street in New Canaan, Connecticut. Our skilled practitioners offer traditional acupuncture services aimed at promoting overall well-being and restoring balance to the body. With a tranquil and serene environment, we provide personalized treatments to address a variety of health concerns. Visit us today to experience the healing benefits of acupuncture and discover a path to optimal health and wellness.
Brown Geriatric Evaluation Clinic at Waveny
The Brown Geriatric Evaluation Clinic at Waveny is a leading health institution located at 3 Farm Road in New Canaan, Connecticut, United States. Specializing in geriatric care, the clinic offers comprehensive evaluations and personalized treatment plans for elderly patients. With a team of experienced healthcare professionals, the clinic provides top-quality medical care to meet the unique needs of older adults. Patients can expect compassionate and individualized care in a comfortable and welcoming environment. The Brown Geriatric Evaluation Clinic at Waveny is dedicated to promoting the health and well-being of the elderly population in the community.
Dr. Mark D'Agostino, MD
Dr. Mark D'Agostino, MD is a reputable medical institution located at 34 Elm Street in New Canaan, Connecticut, United States. Specializing in providing high-quality healthcare services, Dr. D'Agostino is a trusted doctor with years of experience in the field. Patients can expect personalized and compassionate care at this institution, ensuring their health needs are met with professionalism and expertise. Whether you are in need of a routine check-up or treatment for a specific medical condition, Dr. Mark D'Agostino, MD is dedicated to helping you achieve optimal health and well-being.
No CPAP Solution
No CPAP Solution is a health institution located at 116 South Avenue in New Canaan, Connecticut, United States. We offer innovative and effective alternatives to traditional CPAP therapy for patients with sleep apnea. Our team of experienced healthcare professionals is dedicated to providing personalized care and finding the best solution for each individual. With a focus on patient comfort and convenience, No CPAP Solution is committed to helping individuals improve their quality of sleep and overall well-being.
Nearby cities:
- Stamford
- New Haven
- Hartford
- Bridgeport
- Norwalk
- Danbury
- Waterbury
- Greenwich
- Fairfield
- West Hartford
- Manchester
- Milford
- Westport
- Middletown
- Glastonbury
- Hamden
- New Britain
- Meriden
- Norwich
- Farmington
- Torrington
- Wallingford
- Southington
- Bristol
- New London
- Shelton
- Branford
- Enfield
- Stratford
- Groton
- West Haven
- New Milford
- East Hartford
- North Haven
- Guilford
- Trumbull
- Ridgefield
- Vernon
- South Windsor
- Newington
- Avon
- Old Saybrook
- Stonington
- Cheshire
- Mansfield
- Windham
- Rocky Hill
- Darien
- Newtown
- Wethersfield
- Brookfield
- Madison
- Windsor
- Bloomfield
- Orange
- Southbury
- Waterford
- Wilton
- Berlin
- Simsbury
- Watertown
- East Lyme
- East Haven
- Naugatuck
- Plainville
- Monroe
- Bethel
- Clinton
- Colchester
- Killingly
- Putnam
- Montville
- Cromwell
- Litchfield
- Canton
- Essex
- Derby
- Plainfield
- Middlebury
- Woodbury
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