Murnick Financial Group

Welcome to Merrill Lynch in Westport, CT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Coastal Bridge Advisors is an independent wealth management and investment advisory firm with locations in Westport, CT, Milford, CT, Charlotte, NC, and Los Angeles, CA. The firm is dedicated to providing personalized financial solutions for individuals, families, business owners, and institutions, including retirement plans, endowments, foundations, and nonprofits. With a team of highly credentialed professionals, Coastal Bridge Advisors operates under the fiduciary standard, ensuring that clients' best interests are prioritized at all times. The firm emphasizes a holistic approach to financial planning, tailoring strategies to help clients achieve their goals and live their dreams. Generated from the website

Comprehensive Planning Associates Ltd, located in Westport, CT, is an independent registered investment advisor dedicated to providing families and businesses with innovative financial strategies and planning for enhanced financial clarity and security. The firm focuses on comprehensive financial planning that prioritizes clients' retirement needs, goals, and dreams, ensuring a tailored approach to creating a personalized retirement roadmap. With a commitment to reducing client stress through clear vision and regular advisor engagement, Comprehensive Planning Associates offers complimentary risk assessments, personalized income projections, and educational resources such as workshops and podcasts. Their guiding principles emphasize the importance of capital protection, balanced financial planning, and collaboration between clients and trusted advisors to navigate complex financial decisions effectively. Generated from the website