What departments does New England Capital Financial Advisors, LLC have?

New England Capital Financial Advisors, LLC has employees across 2 departments including Finance, Operations.

What is the largest department at New England Capital Financial Advisors, LLC?

The largest department at New England Capital Financial Advisors, LLC is Finance with 4 employees.

How has New England Capital Financial Advisors, LLC's team size changed over time?

New England Capital Financial Advisors, LLC's team has remained stable from approximately 11 to 11 employees based on available data.

New England Capital Financial Advisors, LLC Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

New England Capital Financial Advisors, LLC is a wealth management firm that concentrates on retirement planning for individuals and business owners. Based in Meriden, Connecticut, the firm operates as an independent, objective advisor that aims to provide sound financial guidance rather than tie clients to specific products. Founded in 1988 by Christopher Beale, the practice emphasizes a client-focused approach within the financial services industry.

With a small team, the firm serves clients in Meriden and the surrounding region from its South Meriden headquarters. Operating in the financial services sector, New England Capital Financial Advisors emphasizes independence and objective advice in its ongoing retirement planning services. It maintains its office on Main Street in Meriden, reflecting its local focus and community presence.

New England Capital Financial Advisors, LLC Global Highlights

North America
19

United States Of America
19

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

New England Capital Financial Advisors, LLC's Leadership

D. T.
Chief Compliance Officer
Mobile Phone
Email
C. L.
Vp Executive Creative Director
Mobile Phone
Email
C. B.
Owner
Mobile Phone
Email
M. L.
Managing Director
Mobile Phone
Email
L. W.
Associate Advisor
Mobile Phone
Email
C. L.
Cfp
Mobile Phone
Email
M. A.
Executive Assistant
Mobile Phone
Email
A. M. O.
Certified Financial Planner
Mobile Phone
Email

New England Capital Financial Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Legal
Program & Project Management
Other

Contact profiles from New England Capital Financial Advisors, LLC

Name

Title

Contact Info

Location

Last Update

C. B.
Owner
Mobile Phone
Email
United StatesConnecticut
May 30, 2026
D. T.
Chief Compliance Officer
Mobile Phone
Email
United StatesConnecticut
Jun 01, 2026
C. L.
Vp Executive Creative Director
Mobile Phone
Email
Jul 07, 2024
M. L.
Managing Director
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
L. W.
Associate Advisor
Mobile Phone
Email
United StatesConnecticut
Mar 25, 2024
C. L.
Cfp
Mobile Phone
Email
United StatesConnecticut
Feb 05, 2024
M. A.
Executive Assistant
Mobile Phone
Email
United StatesConnecticut
May 31, 2026
A. M. O.
Certified Financial Planner
Mobile Phone
Email
United StatesConnecticut
May 02, 2024
D. M.
Operations Assistant
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
D. M.
Operations Staff
Mobile Phone
Email
UNITED STATES
Oct 23, 2024

Frequently Asked Questions

What is New England Capital Financial Advisors, LLC known for?

New England Capital Financial Advisors, LLC was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 79 Main Street Meriden, Connecticut 06451 United States; you can contact the main corporate office by phone at

+1-203-935-****

. Explore New England Capital Financial Advisors, LLC's company overview page for more information.

What is New England Capital Financial Advisors, LLC's most common email format?

New England Capital Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more New England Capital Financial Advisors, LLC email formats with LeadIQ.

How many employees does New England Capital Financial Advisors, LLC have currently?

New England Capital Financial Advisors, LLC has approximately 10 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are New England Capital Financial Advisors, LLC's key employees and leadership?

As of May 2026, New England Capital Financial Advisors, LLC's key employees include:

Chief Compliance Officer: D. T.
Vp Executive Creative Director: C. L.
Owner: C. B.
Managing Director: M. L.
Associate Advisor: L. W.

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New England Capital Financial Advisors, LLC Employee Directory

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