Company Tagline
Your success is our success. At Cannell & Spears, we will look after you and your family as if you were part of ours.
Industry Category
Business Keywords
Company Description
Cannell & Spears is a premier investment management firm dedicated to ensuring your financial success. Built on the foundation of multi-decade legacies, Cannell & Spears offers independent and comprehensive advice to individuals and families, treating each client as a valued member of their own family. The firm is committed to providing personalized attention and expert guidance across all facets of your financial life.
Located at 545 Madison Ave, 11th Floor, New York, NY 10022, US, Cannell & Spears distinguishes itself by offering direct access to senior decision-makers. Clients benefit from deep, personal experience in a broad range of investment and planning considerations, ensuring tailored strategies that align with their unique needs and goals. Cannell & Spears is the trusted alternative to large, impersonal firms, providing a dedicated and client-focused approach.
Cannell & Spears is registered as an investment adviser under the Investment Advisers Act of 1940. Committed to excellence and integrity, Cannell & Spears provides unparalleled investment advisory services. We invite the manager of Cannell & Spears to create a customized and exclusive company showcase and product listing on our platform to further enhance your company's visibility and reach.
Cannell & Spears est une société de gestion de placements de premier plan qui se consacre à assurer votre réussite financière. Bâti sur des fondations de plusieurs décennies, Cannell & Spears offre des conseils indépendants et complets aux particuliers et aux familles, traitant chaque client comme un membre précieux de sa propre famille. La firme s'engage à fournir une attention personnalisée et des conseils d'experts dans tous les aspects de votre vie financière.
Situé au 545 Madison Ave, 11th Floor, New York, NY 10022, US, Cannell & Spears se distingue en offrant un accès direct aux décideurs de haut niveau. Les clients bénéficient d'une expérience personnelle approfondie dans un large éventail de considérations en matière de placement et de planification, assurant des stratégies sur mesure qui s'harmonisent avec leurs besoins et objectifs uniques. Cannell & Spears est l'alternative de confiance aux grandes firmes impersonnelles, offrant une approche dédiée et axée sur le client.
Cannell & Spears est inscrit en tant que conseiller en placement en vertu de la loi de 1940 sur les conseillers en placement. Engagé envers l'excellence et l'intégrité, Cannell & Spears offre des services de conseils en placement inégalés. Nous invitons le gestionnaire de Cannell & Spears à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage la visibilité et la portée de votre entreprise.
Key Personnel / Employees
Compare Companies Side by Side
Compare Cannell & Spears with 3 companies in Investment-Management
| Comparison Field |
Cannell & SpearsMain Company |
Paragon Capital Mana...View Profile |
Monument Wealth Mana...View Profile |
Millennial Advisers,...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2017 | 2008 | 2016 |
|
Company Size
|
— | 11-50 | 11-50 | 11-50 |
|
City
|
New York, NY | Singapore, Singapore | Alexandria, Virginia | New York, NY |
|
Country
|
United States | Singapore | United States | United States |
|
Skills & Keywords
Comparing with main company
|
12 Total Skills
Investment Management
Wealth Management
Financial Planning
Portfolio Management
Investment Advisory
Financial Services
Asset Allocation
Balanced Portfolios
Fixed Income
Equities
Family Office
financial services
|
4 Total
4 Unique
Unique Skills:
Asset Management
Fund Management
Hedge Fund
Variable Capital Companies
|
6 Total
2 Common
4 Unique
Match
17%
Common Skills:
Financial Planning
Financial Services
Unique Skills:
ETFs
Private Wealth Management
Private Wealth Planning
Stock Market
|
11 Total
2 Common
9 Unique
Match
17%
Common Skills:
Financial Planning
Investment Advisory
Unique Skills:
Annuities
Cash Instruments
ETF
IRA
Mutual Funds
Non-Qualified Plans
+3
|
4
Total Companies2008
Oldest Founded2
Countries29
Unique SkillsSimilar Companies
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Alternative Company Names
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