What'sNearbyTM

What are you looking for?

Close Search
      We apologize for the inconvenience

      The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

      You will be automatically re-directed to People Search on yellowpages.com in .

      Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T

      Add to Favorites
      Be the first to review!
      Investment Advisory Service, Financial Planners, Financial Planning Consultants

      119 E Putnam Ave, Cos Cob, CT 06807

      203-861-4042

      CLOSED NOW: 
      Today: Closed
      CallWebsite

      REVIEWS write reviewWrite a Review

      Be the first to review!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      DETAILS
      General Info
      A tenured financial advisor, Naomi takes a personal approach to your financial situation. By understanding your needs, she constructs a financial plan that enables you to meet your goals. As your life, the market, and the economy change, Naomi provides consistent communication and makes necessary adjustments to keep you on target. Most importantly, she partners with you to help you live the life of your dreams with your loved ones. Naomi truly believes if you find a career you love, you never have to work a day in your life. It brings her great joy to see her clients enjoying their lives by educating their children, having enough income, paying less in taxes, living their best life in retirement, and creating plans to provide for their loved ones when they are no longer here to do so.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investment Securities, Investments, Mutual Funds
      Other Link

      website

      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.