New Canaan Group

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

1266 E Main St Fl 6, Stamford, Connectic...

Phone Number

(203) 358-0779

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About New Canaan Group

New Canaan Group specializes in wealth management, retirement plan services, and insurance and risk management, tailored to the unique needs of successful families and individuals. With over thirty years of experience, they have successfully assisted more than 6,500 educators in navigating retirement planning and investment complexities. The firm emphasizes professional financial planning and risk management to help clients achieve their long-term financial goals. Their commitment to education and personalized guidance makes them a trusted partner for those seeking to fulfill their financial intentions.Explore more
New Canaan Group's Social MediaPopular SearchesNew Canaan Group LLCNew Canaan GroupNew Canaan Group Home IncCanaan Group LLCNew Canaan Group IncSIC Code 62,628NAICS Code 52,523Show more

New Canaan Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

New Canaan Group

<$5M
11-50
Private
-
1997
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
-
-
JR
Jeanine RodriguezAdministrative Assistant
<$5M
1-10
Private
-
2006
LS
Lizabeth SmithAdministrative Manager
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

New Canaan Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

New Canaan Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about New Canaan Group.

New Canaan Group Tech Stack

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Frequently Asked Questions Regarding New Canaan Group

What is New Canaan Group's official website?
New Canaan Group's official website is www.newcanaangroup.com
What is New Canaan Group's Revenue?
New Canaan Group's revenue is <$5 Million
What is New Canaan Group's SIC code?
New Canaan Group's SIC: 62,628
What is New Canaan Group's NAICS code?
New Canaan Group's NAICS: 52,523
How many employees does New Canaan Group have?
New Canaan Group has 11-50 employees
What industry does New Canaan Group belong to?
New Canaan Group is in the industry of: Finance, Insurance, Securities Trading
What is New Canaan Group competition?
New Canaan Group top competitors include: Kolinsky Wealth Management, Optimal Planning Partners, Foundation Asset Management, Bay Harbor Wealth Management
What technology does New Canaan Group use?
Some of the popular technologies that New Canaan Group uses are: DocuSign, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact New Canaan Group?
New Canaan Group contact info: Phone number: (203) 358-0779 Website: www.newcanaangroup.com
What does New Canaan Group do?

New Canaan Group specializes in wealth management, retirement plan services, and insurance and risk management, tailored to the unique needs of successful families and individuals. With over thirty years of experience, they have successfully assisted more than 6,500 educators in navigating retirement planning and investment complexities. The firm e... mphasizes professional financial planning and risk management to help clients achieve their long-term financial goals. Their commitment to education and personalized guidance makes them a trusted partner for those seeking to fulfill their financial intentions.Read More

What are New Canaan Group social media links?
New Canaan Group Linkedin page New Canaan Group Facebook page
Is New Canaan Group a public company?
New Canaan Group is private company therefore does not currently have an official ticker symbol
See more information about New Canaan Group

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