Investment Services Near Me in Cos Cob, CT

Showing All Businesses (1 - 10 of 829) about search results

Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T

(203)861-4042 verified
119 E. Putnam Ave
Cos Cob CT, 06807
investment servicesfinancial consultants
1 hour and 9 minutes by plane • 504.43 mi
A tenured financial advisor, Naomi takes a personal approach to your financial situation. By understanding your needs, she constructs a financial plan that enables you to meet your goals. As your life...read more
OPEN UNTIL 5:00PM
updated 4 months ago
Call (203)861-4042  Verified

Cameron J. McFarlane - Wilmington Advisors @ M&T

(203)742-2597 verified
119 E. Putnam Ave
Cos Cob CT, 06807
investment servicesfinancial consultants
1 hour and 9 minutes by plane • 504.43 mi
With a client-first mentality, Cameron will work with you to provide high-quality retirement and estate-planning solutions. His commitment to trust and transparency helps strengthen long-term relation...read more
OPEN UNTIL 5:00PM
updated 4 months ago
Call (203)742-2597  Verified
might be closed

Viking Capital Partners

business phone
133 River Rd
Cos Cob CT, 6807
investment services
1 hour and 9 minutes by plane • 505.02 mi
Call (203)861-7300  Verified
More info available at FINRA's BrokerCheck website

Thomas Mc Candless - Financial Advisor, Ameriprise Financial Services, LLC

(203)302-6741 verified
41 W Putnam Ave
Greenwich CT, 06830
investment servicesfinancial planners
1 hour and 9 minutes by plane • 503.01 mi
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 sometimes feel difficult...read more
OPEN UNTIL 7:00PM
updated 10 months ago
Call (203)302-6741  Verified
More info available at FINRA's BrokerCheck website

Jon L Newman - Private Wealth Advisor, Ameriprise Financial Services, LLC

(203)861-1700 verified
51 Church St
Greenwich CT, 06830
investment servicesfinancial planners
1 hour and 9 minutes by plane • 503.12 mi
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 sometimes feel difficult...read more
updated 10 months ago
Call (203)861-1700  Verified

HR Trader

business phone
120 Long Ridge Road 3 North
Stamford CT, 06902
investment services
1 hour and 9 minutes by plane • 507.16 mi
We provide stock and options traders the ability to trade without commissions. Traders receive the added benefit of obtaining margin financing starting at the broker call rate, plus a state-of-the-art...read more
OPEN UNTIL 6:00PM
updated 2 years ago
Call (800)317-1994  Verified
More info available at FINRA's BrokerCheck website

Sharon Kaplove - Private Wealth Advisor, Ameriprise Financial Services, LLC

(203)968-1151 verified
2777 Summer St Ste 704
Stamford CT, 06905
investment servicesfinancial planners
1 hour and 9 minutes by plane • 507.36 mi
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 sometimes feel difficult...read more
OPEN UNTIL 5:00PM
updated 3 weeks ago
Call (203)968-1151  Verified

Laurel Mathews - Ameriprise Financial Services, Inc.

business phone
65 Locust Ave Ste 103
New Canaan CT, 06840
investment services
1 hour and 10 minutes by plane • 510.83 mi
OPEN UNTIL 5:00PM
Call (203)920-4774  Verified

Marcia Boyle - Ameriprise Financial Services, Inc.

business phone
57 North Street Suite 208
Danbury CT, 06810
investment services
1 hour and 10 minutes by plane • 514.42 mi
OPEN UNTIL 5:00PM
Call (203)748-3751  Verified

Terence Barnett - Ameriprise Financial Services, Inc.

business phone
57 North St Ste 208
Danbury CT, 06810
investment servicesfinancial planners
1 hour and 10 minutes by plane • 514.43 mi
The advisor listed is an Ameriprise financial advisor in Danbury. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I h...read more
OPEN UNTIL 5:00PM
updated 5 years ago
Call (203)546-7108  Verified
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