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!
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
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.
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
Client Access
Quick Links
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.