Bankwell Financial Group

Brian M Shea CFP in New Canaan, CT provides comprehensive financial services, specializing in investment management and financial planning. Clients can reach out for more information on the range of services offered by Brian Shea. Generated from their available business information

Shea Brian M is an independent financial advisory firm based in New Canaan, CT, specializing in unbiased, fixed-fee financial advice tailored to the individual's needs. With over 50 national awards garnered throughout their 25 years of operation, the husband-and-wife team emphasizes a personal approach, treating clients as unique individuals rather than just numbers. Committed to transparency and integrity, Shea Brian M offers expertise in finance, pensions, investments, and taxation, ensuring clients receive guidance free from hidden commissions or biases. Their mission is to help clients save money, grow wealth, and navigate the complexities of financial planning with clarity and confidence. Generated from the website

Edward Jones Investments, situated in the heart of New Canaan, CT, stands out as a trusted financial services provider dedicated to assisting individuals, families, and small businesses in achieving their financial objectives. Boasting a comprehensive range of services, from investment management to retirement and estate planning, they specialize in tailoring solutions that cater to each client's unique needs. What sets them apart is their commitment to fostering enduring relationships between clients and their team of skilled financial advisors, who offer personalized consultations and unwavering support throughout every financial milestone. At Edward Jones Investments, the emphasis is on delivering a bespoke experience that goes beyond mere transactions, ensuring that clients receive thoughtful and strategic financial planning that adapts to their evolving circumstances. With a nationwide network of dedicated advisors, they make it their mission to provide accessible and individualized financial guidance that empowers a diverse range of investors. By prioritizing personalized care and customized approaches, Edward Jones Investments is a beacon of reliability and expertise in the realm of financial planning and investment management. Generated using this brand's available information