Procyon

Procyon

Financial-Services

Shelton, CT
United States
Company Tagline

You set the goals, we’ll set the course.

Industry Category
Financial-Services
Company Description

Procyon is a leading independent, employee-owned financial advisory firm dedicated to empowering clients through comprehensive financial solutions. With a strong focus on both institutional and individual financial well-being, Procyon offers expert guidance in managing retirement plans, endowments, and foundations, as well as assisting affluent individuals, families, and business owners in achieving their financial aspirations.

Located at One Corporate Drive, Suite 225, Shelton, CT 06484, US, Procyon is committed to providing the knowledge, experience, and support needed for confident and informed financial decisions. The firm's additional locations include 750 Lexington Ave. 12th Fl, New York, NY 10022, US; 534 Broadhollow Rd, Suite 300, Melville, New York 11747, US; 4445 Corporation Ln, Suite 227, Virginia Beach, Virginia 23462, US; and 700 S Rosemary Ave, Suite 204, West Palm Beach, Florida 33401, US, ensuring accessibility and personalized service for a diverse clientele. Procyon specializes in investment management, wealth transfer, institutional retirement plans, risk management, and financial planning, among other key areas.

Procyon's holistic approach to financial advisory services encompasses wealth accumulation and preservation, offering tailored strategies to meet each client's unique needs. Driven by a passion for excellence and a commitment to client success, Procyon continues to set the standard in the financial advisory industry. We invite the manager of Procyon to create a customized and exclusive company showcase and product listing on our platform.

Procyon est une société de conseil financier indépendante de premier plan, détenue par ses employés et dédiée à l'autonomisation des clients grâce à des solutions financières complètes. Fort d'une attention particulière portée au bien-être financier des institutions et des particuliers, Procyon offre des conseils d'experts en matière de gestion des régimes de retraite, des dotations et des fondations, ainsi qu'une assistance aux particuliers fortunés, aux familles et aux chefs d'entreprise pour les aider à réaliser leurs aspirations financières.

Située à One Corporate Drive, Suite 225, Shelton, CT 06484, États-Unis, Procyon s'engage à fournir les connaissances, l'expérience et le soutien nécessaires à la prise de décisions financières éclairées et en toute confiance. Les autres sites de l'entreprise sont les suivants : 750 Lexington Ave, 12th Fl, New York, NY 10022, États-Unis ; 534 Broadhollow Rd, Suite 300, Melville, New York 11747, États-Unis ; 4445 Corporation Ln, Suite 227, Virginia Beach, Virginia 23462, États-Unis ; et 700 S Rosemary Ave, Suite 204, West Palm Beach, Florida 33401, États-Unis, ce qui garantit l'accessibilité et un service personnalisé à une clientèle diversifiée. Procyon est spécialisée dans la gestion des investissements, le transfert de patrimoine, les régimes de retraite institutionnels, la gestion des risques et la planification financière, entre autres domaines clés.

L'approche holistique de Procyon en matière de services de conseil financier englobe l'accumulation et la préservation du patrimoine, offrant des stratégies sur mesure pour répondre aux besoins uniques de chaque client. Animée par une passion pour l'excellence et un engagement envers la réussite de ses clients, Procyon continue d'établir la norme dans le secteur du conseil financier. Nous invitons le directeur de Procyon à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Rick Baran CFP® Caroline Wetzel CFP® Dan Limmer CFP Jim Jeffery CFA MBA

Compare Companies Side by Side

Compare Procyon with 3 companies in Financial-Services

4 Companies
Comparison Field
Procyon
Procyon
Main Company
ShriVista Capital Group
ShriVista Capital Gr...
View Profile
Connecticut Wealth Management, LLC
Connecticut Wealth M...
View Profile
Montage Wealth Mgmt
Montage Wealth Mgmt
View Profile
Founded Year
2023 2010 2014
Company Size
2-10 51-200 11-50
City
Shelton, CT New Delhi, Delhi Farmington, Connecticut Pittsford, New York
Country
United States India United States United States
Skills & Keywords Comparing with main company
12 Total Skills
Financial Advisory Investment Management Retirement Planning Wealth Management Risk Management Financial Planning Institutional Consulting Wealth Transfer Institutional Retirement Plans Wealth Accumulation Institutional Endowment & Foundation Consulting Wealth Preservation
14 Total 14 Unique
Unique Skills:
Alternative Investments Asset Allocation Collective investment scheme (CIS) Emerging Markets Fund Management Global Market Analysis +8
9 Total 1 Common 8 Unique
Match 8%
Common Skills:
Wealth Management
Unique Skills:
Asset Management Business Owner Planning Business Succession Planning Charitable Gift Planning Estate Planning Executive Benefits +2
2 Total 2 Unique
Unique Skills:
Estate Planning Legacy Planning
4
Total Companies
2010
Oldest Founded
2
Countries
35
Unique Skills

Similar Companies

Other organizations in the same industry

Tokenized Green
Financial-Services
WANNME
Financial-Services

A payment and capital advance platform that supports businesses with their collection and liquidity...

Madrid, Madrid
Spain
Westbourne River Partners
Financial-Services

An alternative asset management firm focused on European event-driven equities.

Mansartis Finance
Financial-Services
Paris, Île-de-France
France

Alternative Company Names

This company is also known as

Procyon 猎户座 प्रोक्योन بروسيون Процион