New Canaan Group Email Format

Financial ServicesConnecticut, United States11-50 Employees

New Canaan Group is a financial services firm based in Stamford, Connecticut, serving educators, business professionals, and individuals and families. It provides financial strategies through seminars and planning resources aimed at helping clients plan for the future. Duly registered representatives offer securities through Equitable Advisors, LLC, and licensed agents may provide annuities and insurance through Equitable Network affiliates, including entities operating in California, Utah, and Puerto Rico.

The company functions within the broader Equitable Advisors and Equitable Network ecosystem but is not itself a registered investment advisor, nor owned or operated by those entities. Retirement Benefits Group is referenced as a specialized division of Equitable Advisors, LLC, which places New Canaan Group within a wider network of financial services offerings. Overall, it appears to be a smaller practice focused on delivering financial guidance to its target client segments through affiliated broker-dealer and insurance channels.

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