Strength through planning

Engaging dialogue designed to openly discuss your values, to unveil your financially related dreams and expectations
and to define the scope of the financial planning process as we work towards achieving those goals.
Let’s get started today!

Contact us

About Cabán Financial

Our mission is to serve the financial planning and asset management needs of our clients with creative and comprehensive solutions.

We are guided by our values of integrity, commitment and accountability.

We acknowledge that our clients; values are at the core of their financial decision-making process. This process begins with engaging dialogue designed to openly discuss those values, to unveil their financially related dreams and expectations and to define the scope of the financial planning process as we work towards achieving those goals.

Sonia Cabán

Founder

Our Services

What We Offer

Financial Planning

We provide a comprehensive base plan for our clients.

Asset Management

We offer our clients access to some of the leading money managers.

Insurance Services

We provide insurance services to help protect from the unexpected.

What We Do

Strength Through Planning

Cabán Financial, LLC was established in 2002 with the goal of providing independent financial planning and asset management services to a small group of clients. Over the years, the firm has grown and has close to 30 years of experience in the busienss.

Engagement

How We Work

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Let's Chat

We want to meet you and to get
to know your needs.

Your Goals

We want to work with you to
help you obtain your goals.

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Make a Plan

We then work with you to put
a plan into action.

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: [email protected]

4 Lines Road
Woodbridge, CT 06525

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.

This communication is strictly intended for individuals residing in the states of: CA, CT, FL, NC, NJ, NY, and PR.

This site may contain third-party links. The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.