![]() |
Investment Companies in Monroe, CTComprehensive list of Monroe, Connecticut based firms, advisors and managers offering personal and business investment services. |
|---|
| Commonwealth Financial Network | ![]() | (203) 261-3535 |
Every day, people entrust their finances to a financial professional to assist them pursue the financial aims they've set. While the intentions are nice, it seems so impersonable. Here, at Commonwealth Financial Network we partner with you to build a course of action based on your values, comfort level, current situation, and timeline. If you do not understand something, we like to explain it to you. www.commonwealthmonroe.com 518 Monroe Tpke # 2, 06468 | ![]() |
| Sound Asset Management | ![]() | (203) 222-9370 |
10.85 milesSound Asset Management supplies comprehensive financial planning, portfolio evaluation, and investment management services. We provide short-term assistance for specific concerns as... www.soundasset.com 5 Gln Lanes, 06883 | ![]() |
| Heritage Capital | ![]() | (203) 389-3553 |
11.00 milesYou've worked hard to build your net worth. Now it's time to begin letting it work hard for you. And no one puts money to work for their customers better than the staff at Heritage... investfortomorrow.com 1 Bradley Rd # 205, 06525 | ![]() |
| TH Fitzgerald | ![]() | (800) 242-3642 |
14.33 milesFrom that time forward, the Firm has offered customers with long-term performance results that have exceeded most growth-stock indices. The Firm invests in medium and huge capitalization... www.thfitzgerald.com 180 Church Street # 2, 06770 | ![]() |
| Kepper-Tupper | ![]() | (203) 431-3366 |
14.64 milesKepper, Tupper and Company is an investment banking firm serving the requirements of the television broadcasting industry. We are dedicated to managing a limited number of transactions... kepper-tupper.com 112 High Rdg Avenu, 06877 | ![]() |
| Westport Capital Markets | ![]() | (203) 571-1848 |
14.84 milesWestport Capital Markets is an independent financial services firm operating both as an investment advisory registered with the Securities and Exchange Commission SEC, and as an independent... www.westportcapitalmarkets.com 257 Riverside Avenu # 2, 06880 | ![]() |
| Westport Funds | ![]() | (203) 227-3645 |
14.84 milesWestport Advisers, an affiliate of Westport Asset Management., serves as the investment adviser to the Funds. #1 ranked Multi-Cap Core Fund for the 5-year period ending December 31,... www.westportfunds.com 253 Riverside Avn, 06880 | ![]() |
| Ladd Capital Management | ![]() | (203) 562-6624 |
15.42 milesLadd Capital Management, LCM was established in 1975 to manage the investment portfolios of corporate, endowment, and personal customers. Our goal is to assist our customers attain... www.laddcap.com 110 Whitney Aven, 06510 | ![]() |
| Shay Financial Service | ![]() | (203) 853-2500 |
17.58 milesA proud history of helping financial institutions build more profitable balance sheets. At Shay Financial Services., we take pride in our history, our accomplishments and our enduring... www.shay.com 83 E Ave # 201, 06851 | ![]() |
| Heating Investment Advisors | ![]() | (203) 972-8262 |
18.98 milesIn a complex world, the search for financial security often requires a partner who can guide you toward your aims. This partner must have the experience, insight and honesty to manage... htginvestmentadvisors.com 50 Locust Aven, 06840 | ![]() |
| Fairfield Research | ![]() | (203) 972-0404 |
18.98 milesFairfield Research Corp. supplies discretionary wealth management solutions to high net worth individuals throughout the U.S. Using a disciplined, active approach, we manage personal... www.frcinvest.com 65 Locust Aven # 200, 06840 | ![]() |
| David Lerner Associates | ![]() | (203) 655-3520 |
22.19 milesWe believe we currently have an obligation to guide our investors in directions we feel will aid them achieve their financial objectives. We believe investors should not be chasing... www.davidlerner.com 1540 Post Rd, 06820 | ![]() |
| Richter Bober Asset Management | ![]() | (800) 516-4757 |
22.19 milesRichter Bober Asset Management supplies professional fixed income asset management services. For investors who wish to reduce volatility and obtain a reliable income stream, we aim... www.rbam.us 777 Post Road, 06820 | ![]() |
| Whitney | ![]() | (203) 973-1400 |
25.21 milesJ.H. Whitney & Co., set up in 1946 by the industrialist and philanthropist, John Hay Whitney, was one of the 1st U.S. private equity companies pioneering the development of the private... www.whitney.com 177 Broad St, 06901 | ![]() |
| Hamilton Robinson | ![]() | (203) 602-0011 |
25.21 milesHamilton Robinson Capital Partners HRCP is a resource for tiny enterprises seeking equity capital for ownership transition or growth. We provide management teams a partnership with... hrco.com 2 Stamford Plza, 06901 | ![]() |
| Rathbone King Seeley | ![]() | (203) 348-7365 |
25.21 milesOrganized in 1962, Philo Smith & Co. is one of the major independent investment banking firms specializing in insurance and other financial services firms. In Investment Management,... www.philosmith.com 695 Main St Suite 11, 06901 | ![]() |
| Johnston Asset Management | ![]() | (203) 324-4722 |
25.21 milesJohnston Asset Management was set up in 1985 to supply global investment advisory services to institutions and individuals with an emphasis on delivering superior long-term performance.... www.johnstonasset.com 300 Atlantic Str, 06901 | ![]() |
| Atlantic Asset Management | ![]() | (203) 569-7209 |
25.21 milesAtlantic Asset Management, L.L.C. Atlantic is an independently owned investment advisor. Atlantic and its affiliates provide a range of Fixed Income, total fund Risk Management and... www.atlanticasset.com 2187 Atlantic Street # 8, 06902 | ![]() |
| Olympus Partners | ![]() | (203) 353-5900 |
25.21 milesAt Olympus Partners, finding value is not enough. We cultivate it through active involvement and a dedication to providing sustainable returns for our portfolio firms and capital partners.... www.olympuspartners.com 1 Statn Pl # 4, 06902 | ![]() |
| Collinson Howe Venture Prtnrs | ![]() | (203) 324-7700 |
25.21 milesCHL Medical Partners is a premier venture capital company committed to partnering with entrepreneurs and inventors to create and finance innovative biotechnology, molecular diagnostic,... www.chlmedical.com 1055 Washington Boulv # 102, 06901 | ![]() |
| Allianz Global Investors | ![]() | (203) 352-4900 |
25.21 milesBecause I Said So. Global Central Bank Focus Getting the reaction function right, including having different reaction functions for different problems, is the Holy Grail. NFJ Stays... allianzinvestors.com 2187 Atlantic St # 7, 06902 | ![]() |
| David T Wilson Financial | ![]() | (860) 567-3123 |
26.98 milesSituated in Litchfield, Connecticut, we're a complete financial services company that specializes in delivering Financial Strategies to business owners and individuals. Utilizing a... www.davidtwilson.com 760 Bantam Rd, 06750 | ![]() |
| Taylor Investment Advisors | ![]() | (203) 409-3300 |
27.10 milesThe Taylor Companies comprise a diversified alternative investment services company with offices in Greenwich, Connecticut and Dallas, Texas. Taylor customers include high net worth... www.tayloradvisors.com 1700 East Putnam Avenue, 06870 | ![]() |
| Benchmark Asset Management | ![]() | (203) 453-4544 |
27.37 milesUsing years of in-depth experience, AdvisorSquare offers financial specialists a dynamic online presence and all the necessary tools to connect and interact with their Internet-savvy... www.benchmarkasset.com 2614 Boston Post Rd # 3812, 06437 | ![]() |
| Bernhard Financial Management Services | ![]() | (203) 458-7582 |
27.37 milesChuck has been advising families and individuals on financial and investment matters for thirty six years. His investment and financial expertise was acquired and refined during his... www.bernhardmanagement.net 17 Water Strt Suite 3, 06437 | ![]() |
| Oppenheimer | ![]() | (860) 583-9275 |
27.46 milesOppenheimer supplies a complete array of financial services to high net worth individuals, families, corporate executives, businesses and institutions. With over 80 offices across the... opco.com | ![]() |
| Chatsworth Securities | ![]() | (203) 629-2612 |
29.74 milesABOUT US Chatsworth Securities is an investment banking company that supplies a huge array of services to institutional customers. The principal areas of our business are advisory services... chatsworthgroup.com 95 East Putnam Aven, 06830 | ![]() |
| Cambridge Financial Services Group | ![]() | (203) 869-0033 |
29.74 milesCambridge is one of the last totally independent consultants for 401 k and pension plans. We have no proprietary products. As a result, you have the security of knowing that our only... www.cambridgegroup.net 83 Mason St, 06830 | ![]() |
| Harding Group | ![]() | (203) 629-5400 |
29.74 milesT HE H ARDING G ROUP, established in 1984, is a private equity investment and management company located in Greenwich, Connecticut. The Firm's investment focus is on manufacturing firms... hardinggrp.com 2 Sound Vw Driv, 06830 | ![]() |
| Catterton Partners | ![]() | (203) 629-4901 |
29.74 milesWe supply capital to firms to support acquisitions, management buyouts, recapitalizations, and turnarounds, as well as investment capital to support a firm's continued growth and development.... cpequity.com 599 West Putnam Avn, 06830 | ![]() |
![]() |
- Weston CT - 10.9 mi
- Woodbridge CT - 11.0 mi
- Naugatuck CT - 14.3 mi
- Ridgefield CT - 14.6 mi
- Westport CT - 14.8 mi
- New Haven CT - 15.4 mi
- Norwalk CT - 17.6 mi
- New Canaan CT - 19.0 mi
- Darien CT - 22.2 mi
- Stamford CT - 25.2 mi
- Bantam CT - 27.0 mi
- Old Greenwich CT - 27.1 mi
- Guilford CT - 27.4 mi
- Bristol CT - 27.5 mi
- Greenwich CT - 29.7 mi
- Farmington CT - 33.6 mi
- Avon CT - 36.7 mi
- Glastonbury CT - 42.5 mi
- Simsbury CT - 42.8 mi
- Essex CT - 42.9 mi













