Kanner Financial Services

At Kanner Financial Services, we believe that financial planning is not just about numbers and figures, but about the people involved. We understand that every individual has unique goals, aspirations, and concerns, and we are committed to providing personalized services that cater to their specific needs. Our team of experienced professionals is dedicated to helping our clients achieve financial peace of mind, whether it's planning for retirement, managing wealth, or securing a prosperous future for their loved ones.

Our Mission

Our mission is to empower our clients with the knowledge, resources, and support they need to make informed decisions about their financial lives. We believe that financial planning should be a collaborative process, where our clients are actively involved in shaping their own financial futures. By taking a holistic approach, we help our clients identify their goals, prioritize their needs, and develop customized strategies that align with their values and objectives.

Our Company

Kanner Financial Services is a boutique financial services firm based in North Haven, Connecticut. Our boutique approach allows us to provide personalized attention to each of our clients, ensuring that they receive the highest level of service and expertise. Our team is comprised of experienced financial professionals who are passionate about helping individuals and families achieve their financial goals.

Our Services

We offer a comprehensive range of financial services, including retirement planning, investment management, estate planning, and tax planning. Our services are designed to help our clients navigate the complex world of personal finance, providing them with clarity, confidence, and peace of mind. Whether you're looking to create a sustainable retirement income stream, manage your investments, or plan for the distribution of your estate, we have the expertise and resources to help you achieve your objectives.

Our Team

Our team is led by experienced financial professionals who are committed to delivering exceptional service and expertise to our clients. We take pride in our boutique approach, which allows us to develop close, personal relationships with our clients and provide tailored solutions that meet their unique needs.