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Financial Planners in Greenwich, Connecticut

First Republic Bank photos
First Republic Bank, Greenwich
Greenwich / Connecticut / United States
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Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service and offers a complete line of products, including residential, commercial and personal loans, deposit services, and wealth management. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach and San Diego, California; Portland, Oregon; Boston, Massachusetts; Palm Beach, Florida; Greenwich, Connecticut; New York, New York; and Jackson Hole, Wyoming. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index.
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Capital Financial MGT photos
Capital Financial MGT, Greenwich
Greenwich / Connecticut / United States
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Milestone Capital Management is a small institutional cash management firm. It staffs 10 employees and manages more than two billion dollars collectively.

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Westfield Capital Corp photos
Westfield Capital Corp, Greenwich
Greenwich / Connecticut / United States
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Westfield Capital is an investment firm based in Greenwich. The company invests in promising businesses in need of financing. Westfield Capital's partners vary in size and represent a variety of different industries.

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Cambridge Financial Services photos
Cambridge Financial Services, Greenwich
Greenwich / Connecticut / United States
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Founded in 1983, Cambridge Financial Services Group provides financial advice and investment consulting for clients across the country. Cambridge Financial's headquarters is located on Mason Street here in Greenwich, but the company also has offices in New York and California. The company specializes in consulting for 401(k) and pension plans as well as providing low-cost solutions for employee benefit plans. Cambridge Financial Services Group can also help with health and welfare plans for employees of your business.

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Edward Jones - Financial Advisor: Scott Alley photos
Edward Jones - Financial Advisor: Scott Alley, Greenwich
Greenwich / Connecticut / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Ryan P Curran photos
Edward Jones - Financial Advisor: Ryan P Curran, Greenwich
Greenwich / Connecticut / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Morgan Stanley photos
Morgan Stanley, Greenwich
Greenwich / Connecticut / United States
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We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.
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Hayden Cadwallader - Citizens Bank, Home Mortgages photos
Hayden Cadwallader - Citizens Bank, Home Mortgages, Greenwich
Greenwich / Connecticut / United States
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Our team of mortgage experts at Citizens Bank is committed to helping customers find the home loan solution that’s right for them. Citizens Bank, N.A. is one of the nation’s oldest and largest financial institutions, with a nearly 200-year history of serving customers and communities. We offer a variety of programs: affordable home loans, government loans, jumbo financing, new home construction-to-permanent financing, and more. Whatever your mortgage needs—buying a home, building a home, or refinancing an existing mortgage—we’ll provide answers and insights to guide you through the process, from application to closing.
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The Mews photos
The Mews, Greenwich
Greenwich / Connecticut / United States
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The Mews in Greenwich is a senior living community featuring both independent living units and assisted living services. The complex offers studio and one-bedroom apartments. All residents enjoy weekly housekeeping and have access to regular wellness check-ups. Services for assisted living residents include meal plans, daily assistance and medication management.

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Ross Mannino - Ameriprise Financial Services, Inc. photos
Ross Mannino - Ameriprise Financial Services, Inc., Greenwich
Greenwich / Connecticut / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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First Financial Resources photos
First Financial Resources, Greenwich
Greenwich / Connecticut / United States
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First Financial Resources is a subsidiary of National Financial Partners. Established in 1998, National Financial Partners is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. NFP operates a national distribution network of more than 1,800 producers in nearly 45 states and Puerto Rico consisting of 160 owned firms and 210 affiliated third-party distributors specializing in life insurance and wealth transfer, corporate and executive benefits and fee-based financial planning. A publicly traded company since 2003, NFP continues to grow through acquisitions and by helping its existing firms become more successful by combining the benefits of entrepreneurial independence with the resources of a national organization. Firms within the company s network engage in one or more of three primary lines of business, which include life insurance and estate planning, corporate and executive benefits, and financial planning and investment advisory services. First Financial Resources maintains a location in Greenwich, Conn.
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Fidelity Investments photos
Fidelity Investments, Greenwich
Greenwich / Connecticut / United States
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Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies. The branch is located in Pickwick Commons, not Pickwick Plaza. Free parking is available at the Investor Center.
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Bank of America Private Bank photos
Bank of America Private Bank, Greenwich
Greenwich / Connecticut / United States
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We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations
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Newman & Associates - Ameriprise Financial Services, Inc. photos
Newman & Associates - Ameriprise Financial Services, Inc., Greenwich
Greenwich / Connecticut / United States
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We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Thomas Mc Candless - Ameriprise Financial Services, Inc. photos
Thomas Mc Candless - Ameriprise Financial Services, Inc., Greenwich
Greenwich / Connecticut / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Gen Spring Family Offices photos
Gen Spring Family Offices, Greenwich
Greenwich / Connecticut / United States
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Founded in 1989, GenSpring Family Offices is an asset management advisory firm. It offers investment, asset allocation strategy, manager selection and performance reporting services. The firm provides family member education and wealth monitoring solutions. GenSpring Family Offices employs a staff of various professionals, such as accountants, lawyers, financial planners and analysts. It also offers a range of tax and estate planning services. The firm provides several risk management solutions, such as life insurance evaluation and acquisition and personal liability assessment. Headquartered in Palm Beach Gardens, Fla., GenSpring Family Offices operates locations throughout the United States. Additionally, it offers philanthropy services, such as charitable structure identification and implementation, gift administration, portfolio review and reporting. The firm maintains a location in Greenwich, Conn.
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Peoples United Bank photos
Peoples United Bank, Greenwich
Greenwich / Connecticut / United States
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Founded in 1842, our business has been built upon our ability to exceed your expectations. As a premier, community-based, regional bank, we tailor our checking, savings, mobile banking, small business, commercial and wealth management products and services to address your financial needs and those of your family. Our employees provide an extraordinary customer experience through a network of over 400 branches in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine and seven-day banking at more than 140 convenient Stop & Shop locations in Connecticut and New York. Visit your local Peoples United Bank at Greenwich, CT and talk to one of our financial experts today!
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Capital Partners photos
Capital Partners, Greenwich
Greenwich / Connecticut / United States
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Operational since 1982, Capital Partners is a private equity investment firm. The company offers information technology, decision-making, integration, implementation and planning services. Its company portfolio includes Weaver Leather, Harbor, Dayton Parts, HTI and Lone Star Beef. The company participates in a variety of community events and programs. Capital Partners serves the manufacturing, distribution and food industries, as well as the educational sectors.
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J.P. Morgan Private Bank photos
J.P. Morgan Private Bank, Greenwich
Greenwich / Connecticut / United States
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J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals.
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Christopher Dillon - Ameriprise Financial Services, Inc. photos
Christopher Dillon - Ameriprise Financial Services, Inc., Greenwich
Greenwich / Connecticut / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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