Financial Planners New Canaan CT

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in New Canaan, CT. We have compiled a list of businesses and services around around New Canaan, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

Brian Shea
Shea Financial Advisors
(203) 966-9651
45 Pine Street, Unit 4A
New Canaan, CT
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, EA

Christopher Kuehne
Independent Financial Advisors
(914) 764-0367
24 Waterbury Way
Pound Ridge, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Tax Planning, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Loretta Nolan
Loretta Nolan Associates LLC
(203) 637-1402
13 Arcadia Road, Suite 10
Old Greenwich, CT
Expertises
Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Ongoing Investment Management, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AEP, CFP®

Lili Vasileff
Divorce and Money Matters, LLC
(203) 393-7200
Two Sound View Drive
Greenwich, CT
Expertises
Divorce Planning, Hourly Financial Planning Services, Special Needs Planning, Ongoing Investment Management, Financial Psychology/Coaching
Certifications
NAPFA Registered Financial Advisor, CDFA, CDP, CFP®, MA, Other

Panfilo Guglielmi
Advanced Capital Advisors, LLC
(203) 255-0504
140 Sherman Street, 4th FL
Fairfield, CT
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Robin Sherwood
HTG Investment Advisors, Inc.
(203) 972-8262
50 Locust Avenue
New Canaan, CT
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, College/Education Planning, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Elizabeth Cox
Cox Financial Services, LLC
(203) 221-2799
191 Post Road West
Westport, CT
Expertises
Divorce Planning, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, EA

Russell Wayne
Sound Asset Management, Inc.
(203) 222-9370
5 Glen Lane, East Wing
Weston, CT
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

R. Allen Purkiss
Purkiss Capital Advisors, LLC
(203) 431-5862
62 Barry Avenue
Ridgefield, CT
Expertises
Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Timothy Clark
Greystone Wealth Advisors LLC
(914) 232-3773
100 South Bedford Rd
Mount Kisco, NY
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, High Net Worth Client Needs, Middle Income Client Needs, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, BA, MBA

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