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About

New Canaan Group is a financial services firm dedicated to educators, business professionals, individuals & families. We provide financial strategies and seminars that help people feel empowered and confident in their future.

Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] [[DBA NAME] is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d

AGE- 5684616.1 (05/23)(EXP.05/25)

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financial needs analysis, retirement planning strategies, wealth management, succession planning, estate planning, investment policy statements

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Business Info

43
1990
$15.0M

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