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NEW England Capital Financial Advisors LLC

Headquartered in SOUTH MERIDEN, CT

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Firm Information

NEW England Capital Financial Advisors LLC is an investment advisor registered with the SEC and located in South Meriden, Connecticut. The firm offers financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and advisory services for high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. They manage approximately $528 million in assets for over 2,700 accounts.

NEW England Capital Financial Advisors LLC

79 MAIN STREET

SOUTH MERIDEN, CT 06451-5118

$528.84M

Assets Under Management

1,127

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC has a total of 2 branch locations across the country.
location

SOUTH MERIDEN, CT

location

MERIDEN, CT

Advisors at NEW England Capital Financial Advisors LLC

View All 6 Advisors
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Darren M Tapley

RA

MERIDEN, CT

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Matthew Carreras

RA

SOUTH MERIDEN, CT

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Liam Joseph Wallace

RA

SOUTH MERIDEN, CT

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Christopher Michael Lee

CFP®, RA

SOUTH MERIDEN, CT

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Ann marie Ocone

CFP®, RA

SOUTH MERIDEN, CT

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Christopher William Beale

CFP®, RA

SOUTH MERIDEN, CT

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Disclosures

There are no public disclosures for NEW England Capital Financial Advisors LLC.

Frequently Asked Questions (8)

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