Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

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.

At Newman & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Greenwich, CT area to... Read More about Newman & Associates - Ameriprise Financial Services, LLC

NS Capital is an independent Registered Investment Advisory Firm (RIA) that offers fiduciary financial advice and portfolio management services to individual investors, small business pensions and 401k plans, and endowments in the Stamford, CT area.

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, the market, and the economy change, Naomi provides consistent communication and makes necessary adjustments to keep you on target. Most importantly, she partners with you to help you... Read More about Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T