Wealth management companies in Canaan, Connecticut

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.

Welcome to Mark J. Capecelatro, LLC, a trusted law office located at 117 Main Street in Canaan, Connecticut. With over 40 years of experience, our team provides personalized legal services to individuals and businesses in the surrounding communities of northwestern Connecticut. We pride ourselves on forming long-lasting relationships with our clients and their families, allowing us to tailor our legal solutions to meet their specific needs. Our practice areas include estate planning, real estate transactions, estate settlement, land use approvals, business formation, and conservation restrictions. Our dedicated staff is committed to providing attentive and effective legal representation, ensuring that all matters are resolved successfully. Contact us today at (860) 824-5146 to experience the difference that our experienced and caring team can make in addressing your legal needs.

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.

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.

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.

Disciplined Advisor Network is a comprehensive financial institution located in the heart of New Canaan, Connecticut. Our team of experienced professionals specialize in providing expert advice and guidance in the areas of finance, insurance, and legal services. We are dedicated to helping our clients navigate the complexities of their financial portfolios and make informed decisions to secure their future. Visit us at 11 Forest Street to learn more about how we can assist you in achieving your financial goals.

Reynolds & Rowella, LLP is a top-tier accounting and finance institution located at 51 Locust Avenue in New Canaan, Connecticut, United States. With a team of experienced professionals, they provide a wide range of services including tax planning, auditing, financial consulting, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Contact Reynolds & Rowella, LLP for all your accounting and finance needs.

Rucci Law Group, LLC is a reputable law firm located at 59 Grove Street in New Canaan, Connecticut, United States. With a team of experienced and dedicated attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in areas such as real estate law, estate planning, and business law, Rucci Law Group, LLC is committed to providing high-quality legal representation and personalized attention to each client. Whether you are buying a home, planning for the future, or starting a business, you can trust Rucci Law Group, LLC to guide you through the legal process with professionalism and expertise.

The Law Offices of Richard C. Stewart is a reputable legal firm located at 237 Elm Street in New Canaan, Connecticut. With years of experience in various areas of law, including personal injury, family law, and estate planning, our team of dedicated attorneys is committed to providing top-notch legal representation to our clients. We strive to achieve the best possible outcomes for our clients, offering personalized and professional services tailored to their individual needs. Trust the Law Offices of Richard C. Stewart for all your legal needs in the New Canaan area.

Robert N. Sloan is a dedicated New York Life Agent located at 61 Bittersweet Lane in New Canaan, Connecticut. As an insurance agency, Robert N. Sloan offers a range of insurance products and services to meet the needs of individuals and families in the area. With a commitment to providing personalized and professional service, Robert N. Sloan helps clients navigate the complexities of insurance to find the best coverage for their unique situations. Whether you are looking for life insurance, retirement planning, or investment solutions, Robert N. Sloan is here to help you protect your future and achieve your financial goals.