What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the New Canaan, CT area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every New Canaan, CT Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Robin Sherwood
CFP®, MBA
HTG Investment Advisors Inc.
New Canaan, CT
Specialties: Retirement Planning, College Funding, Tax Planning, Estate Planning, Insurance Review, Charitable Giving, Comprehensive Financial Planning, Investment Management
Integrated financial planning & investment management through an ongoing, long-term relationship. Located in New Canaan, CT, serving clients locally and across the country.
Kerry Connell
CFP®, MBA, JD
HTG Investment Advisors Inc.
New Canaan, CT
Specialties: Retirement Planning, College Funding, Tax Planning, Estate Planning, Insurance Review, Charitable Giving, Comprehensive Financial Planning, Investment Management, Equity Compensation
Integrated financial planning & investment management through an ongoing, long-term relationship. Located in New Canaan, CT, serving clients locally and across the country.
Allison Donaldson
CFP®
HTG Investment Advisors Inc.
New Canaan, CT
Specialties: Retirement Planning, College Funding, Tax Planning, Estate Planning, Insurance Review, Charitable Giving, Comprehensive Financial Planning, Investment Management
Integrated financial planning & investment management through an ongoing, long-term relationship. Located in New Canaan, CT, serving clients locally and across the country.