Investing near New Canaan, CT

10 locations found near New Canaan

“I love this branch! The staff are friendly, polite and professional, especially Ping and Perry. Since I always use the drive-up, most likely I talk with one of them. They are awesome!”

5 Superb12 Reviews

“When moved to Greenwich and asked for the best local bank, First County Bank was the one everyone recommended. For over three years now we still bank here and recommend FCB to others. The staff Jeff, Laura, Michelle, Pam and Ping are top notch professionals and provide the best customer service.”

5 Superb41 Reviews

“One can only have confidence in an investment firm if their process is broadly transparent and, critically, repeatable. But it must also evolve and adapt. Most of Wall Street touts their calls, known as resulting. Hedgeye doesn’t shy from that, but with them you know how they got there. Recently they nailed with the precision of a B1 attack on Iran’s nuclear facilities the abrupt rotation in the US equity market that roared out of the gate Jan 2. BUT, they gave you time to prepare in December. Position, not chasing.”

4.3 Superb89 Reviews

“I want to give a huge thank you to Camilo, Alan and Mohammed at the Summer Street location for their help this morning and yesterday! I have been with First County for over 25 years and its because of employees like them that I have stayed. They did not hesitate to help and resolve my issue so I would not be stuck over the holiday weekend. You guys rock!! 😁
Have a Happy Easter!! 🐰”

4.4 Superb38 Reviews

“We are now into our second generation of utilizing Wealthspire as our advisors specially Mike Delgass and Gail Harris. As our business grows and monetizes, we will continue to look to Wealthspire to manage the next generation's capital and future planning.”

5 Superb8 Reviews

“This is a great bank to be apart of especially because of Bank tellers Ana and Priyanka are truly great professionals at their job, I'm so grateful for their customer service, I definitely recommend this place at all times.”

4.5 Superb8 Reviews

“My family has been using the tax preparation, accounting and estate planning services of the Dowling Group for almost two decades. They've done marvelous work on our behalf, preparing fairly complex tax returns and always making sure that we are doing things in the most tax-efficient and prudent manner, possible. I have nothing but praise for the deep knowledge and professionalism of Sean and his team. When you have a simple tax return, you can use H&R Block online, and, that works great. For high net worth and UHNW individuals and families with complex tax returns, you need savvy and knowledgeable professionals.”

5 Superb12 Reviews

“Both Tom and Chuck are excellent tax advisors. They are very professional and make my job so easy. Getting my info together and advising me on everything has never been simpler. I don’t dread Tax Day anymore. Thank you so much Pinnacle, you’re the best!”

5 Superb3 Reviews

“I had an excellent experience working with Green Capital Funding for our business loan needs. From the initial consultation to the final approval, their team demonstrated a high level of professionalism, transparency, and efficiency. They took the time to understand our business model and financial goals, and tailored the underwriting process to suit our unique situation.
I see there are many negative reviews, however there is miss understanding between real GCF LLC out of CT. Negative reviews belong to another company that using the same name( out of NJ).”

1.8 Poor18 Reviews

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