Our Services
Financial Planning
A Comprehensive Base Plan that includes cash flow analysis, assets and liabilities statement, insurance protection planning, retirement planning and tax planning.
Customized individual goal planning for any one or more components of a Comprehensive Base Plan.
Asset Management
We offer our clients access to some of the leading money managers through CAAP (Cambridge Asset Allocation Platform), Premier Advantage (managed portfolio solution) or direct mutual fund investing.
Insurance Services
Our insurance services include protection analysis, life insurance, long-term care insurance and annuity products.
Hourly Consultations
Hourly consultation services are availalbe based on your needs. Contact us today to schedule yours.
Refer a Friend
We enjoy working with each of our clients and gladly take referrals.
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Contact us
Caban Financial
Phone: 203-214-4489
Fax: 203-389-0009
Email: scaban@cabanfinancial.com
4 Lines Road
Woodbridge, CT 06525
Client Access
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Cabán Financial are not affiliated.
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