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Map of New Canaan, CT

Mutual Funds in New Canaan, CT

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1. Edward Jones - Financial Advisor: Madelein J Wentzel, CIMA®

Edward Jones - Financial Advisor: Madelein J Wentzel, CIMA®

49 Locust Ave Ste 101, New Canaan, CT 06840

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

4. J M Lummis & Co

J M Lummis & Co

50 Locust Ave Ste 2, New Canaan, CT 06840

CLOSED NOW:6:30 am - 6:00 pm

6. Vision Financial Markets

Vision Financial Markets

4 High Ridge Park Ste 100, Stamford, CT 06905

"The brokers here know what they are doing. They will make money for you if you leave them alone. They are just beginning the quest to provide the astute investor with above…"

11. Westport Funds

Westport Funds

253 Riverside Ave, Westport, CT 06880

CLOSED NOW:8:00 am - 5:00 pm

12. HSBC

HSBC

19 Post Rd E, Westport, CT 06880

CLOSED NOW:8:00 am - 10:00 pm

13. Janney Montgomery Scott

Janney Montgomery Scott

800 Post Rd 2nd Fl, Darien, CT 06820

CLOSED NOW:Closed

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

14. TIAA Financial Services

TIAA Financial Services

225 High Ridge Rd Suite E115, Stamford, CT 06905

From Business: Our wealth management advisors in TIAA’s Stamford, CT office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement,…

15. Barnum Financial Group

Barnum Financial Group

225 High Ridge Rd Ste 1ST, Stamford, CT 06905

CLOSED NOW:9:00 am - 5:00 pm

From Business: At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses,…

16. Fidelity Investments - Closed

Fidelity Investments - Closed

300 Atlantic St, Stamford, CT 06901

CLOSED NOW:Closed

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

18. Gus Kalivas - Financial Advisor, Ameriprise Financial Services

Gus Kalivas - Financial Advisor, Ameriprise Financial Services

44 Old Ridgefield Rd Ste 216, Wilton, CT 06897

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. Coastal Bridge Advisors

Coastal Bridge Advisors

54 Wilton Rd 1st Fl, Westport, CT 06880

CLOSED NOW:Closed

From Business: Coastal Bridge Advisors is a registered investment advisor dedicated to providing discerning individuals and families with sophisticated advice and highly personalized service.…

YP
16 Years
in Business

20. Edward Pardon - Financial Advisor, Ameriprise Financial Services

Edward Pardon - Financial Advisor, Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT 06880

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

21. Kim Bechtold - Financial Advisor, Ameriprise Financial Services

Kim Bechtold - Financial Advisor, Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT 06880

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. Natasha Villarroel - Financial Advisor, Ameriprise Financial Services

Natasha Villarroel - Financial Advisor, Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT 06880

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

23. Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services

Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT 06880

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. Jesse Sheldon - Financial Advisor, Ameriprise Financial Services

Jesse Sheldon - Financial Advisor, Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT 06880

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Scott Edward Kelly - Financial Advisor, Ameriprise Financial Services

Scott Edward Kelly - Financial Advisor, Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT 06880

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. Nicholas Difalco - Financial Advisor, Ameriprise Financial Services

Nicholas Difalco - Financial Advisor, Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT 06880

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

27. Scott James Mastocciolo - Financial Advisor, Ameriprise Financial Services

Scott James Mastocciolo - Financial Advisor, Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT 06880

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

28. Karen Goersch - Financial Advisor, Ameriprise Financial Services

Karen Goersch - Financial Advisor, Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT 06880

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Paul Sheldon - Financial Advisor, Ameriprise Financial Services

Paul Sheldon - Financial Advisor, Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT 06880

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Lee Hunter - Private Wealth Advisor, Ameriprise Financial Services

Lee Hunter - Private Wealth Advisor, Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT 06880

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…