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Benjamin Edwards & Co.
Benjamin F. Edwards & Co.'s Danbury, Connecticut branch is a full-service wealth management office providing comprehensive financial planning, investment advisory services, and portfolio management solutions to individuals, families, and businesses in Danbury and surrounding communities. Located at 1 Reserve Road, the Danbury branch delivers personalized investment strategies, retirement planning, estate planning, and insurance services through their experienced team of financial professionals, guided by principles of trust, integrity, and mutual respect.
As part of the national Benjamin F. Edwards network founded in 2008, the Danbury office operates as a full-service broker-dealer maintaining a client-first philosophy while offering access to a wide range of investment products and sophisticated wealth management tools, with specialized focus on asset allocation, portfolio construction, education planning, and business owner services.
Hours:
- Monday: 9:00am - 5:00pm
- Tuesday: 9:00am - 5:00pm
- Wednesday: 9:00am - 5:00pm
- Thursday: 9:00am - 5:00pm
- Friday: 9:00am - 5:00pm
- Saturday: Closed
- Sunday: Closed
Benjamin Edwards & Co. Frequently Asked Questions
The Danbury branch provides comprehensive wealth management services including financial planning, investment advisory services, and portfolio management solutions. Their specialized services include asset allocation, portfolio construction, education planning strategies, retirement and Social Security planning, business owner services, trust and estate planning strategies, and insurance solutions. As a full-service broker-dealer, they offer access to a wide range of investment products and sophisticated wealth management tools to help clients achieve their financial goals.
Benjamin F. Edwards is located at 1 Reserve Road, Danbury, CT 06810. You can reach the office by phone at 203-790-8700 or toll-free at 877-577-0523. For general inquiries, you can email them at inquiries@benjaminfedwards.com. The office serves Danbury and surrounding communities throughout the Connecticut area.
The Danbury team includes Arnold Rozany as Managing Director and Branch Manager, Rick Balmaseda (CFP®, RICP®) as Senior Vice President – Investments, Anthony Falcone as Vice President – Investments, and Christopher P. Kachur (AAMS®). The office also has experienced support staff including Senior Financial Client Associates Anthony Prata, Maria Marra, and Gaetana Carretta. All team members have years of wealth management experience and are committed to serving clients with integrity and passion.
Benjamin F. Edwards serves individuals, families, and businesses in Danbury and surrounding Connecticut communities. They work with clients who have various financial situations, investment challenges, and retirement goals. The firm has specialized expertise in business owner services, making them well-suited for entrepreneurs and business owners, while also providing comprehensive wealth management for families and individuals at different stages of their financial journey.
The Danbury office operates under the core principles of Trust, Integrity, and Mutual Respect, which guide their approach to client service. They maintain a client-first philosophy, focusing on providing informed investment advice and personalized service that clients expect. The team works with integrity and passion to help clients meet their unique financial goals, offering the service, support, and perspective needed to achieve long-term financial success.
Benjamin F. Edwards was founded in 2008 as a national wealth management firm. The company has grown into a network of branch offices across the country, with the Danbury location being part of this expanding national presence. Despite being a relatively newer firm, they have established themselves as a committed wealth management company focused on putting clients' interests first and helping them reach their financial goals.
Benjamin F. Edwards & Co. is not engaged in rendering legal, accounting, or tax preparation services. While they provide comprehensive financial planning and investment advisory services, specific questions on taxes or legal matters as they relate to your individual situation should be directed to your tax or legal professional. However, they do offer trust and estate planning strategies as part of their wealth management services.
Benjamin F. Edwards operates as a full-service broker-dealer with a client-first philosophy, distinguishing them from firms that prioritize sales over service. Their approach emphasizes personalized investment strategies tailored to each client's unique situation, backed by access to sophisticated wealth management tools and a wide range of investment products. The Danbury team consists of experienced financial professionals who are guided by principles of trust, integrity, and mutual respect in all client interactions.
The Benjamin F. Edwards Danbury branch serves Danbury and surrounding communities throughout the Connecticut area. Located at 1 Reserve Road in Danbury, the office is strategically positioned to provide wealth management services to clients across the greater Danbury region. Their team of financial professionals is proud to serve the local Connecticut community with comprehensive financial planning and investment advisory services.