New Canaan Group
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Educators


We are a group of leading professionals whose experience lies in financial planning strategies for educators, school and corporate employees, government entities and not-for-profit organizations.
 
Several of our Financial Advisors are associated with Equitable's Retirement Benefits  Group, which is the #1 provider of retirement plans for K-12 school employees.* Our group in Connecticut currently works with over 20,000 active and retired teachers and employees.  We provide retirement plans for over 180 Connecticut Public School systems, over 25 Municipalities and we are proud that our clients have accumulated more than $1.2 billion in assets.**

We have experience working with educators in all stages of life. Whether you are saving for retirement, nearing retirement or living in retirement - we can help.

Our Comprehensive Wealth Management Process

Workshops Built for Educators


We are committed to providing value for our educators.

Check out our seminars tab to see upcoming workshops and on-demand videos made with you in mind.
Upcoming Seminars

Service Requests


    We will connect you with an advisor based on your response to the question below - OR - Select an advisor you are already working with or was recommended to.
Submit Request

Useful Links


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The CT State Teachers Pension Website
CTRB Forms
CTRB Forms

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Windfall Elimination Provision
Government Pension Offset

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Public Service Loan Forgiveness
Teacher Loan Forgiveness

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Equitable's
​Educator's Page

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Equitable 403b Login

* LIMRA, Not-for-Profit Survey, Q1 2020 Results, based on 403(b) plan participants and contributions.  This applies specifically and exclusively to Equitable Financial Life Insurance Company (Equitable Financial).
**As of 12/31/21​
STAMFORD OFFICE
1266 East Main Street, 6th Floor
Stamford, CT 06902
(P) 203-358-0779
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SHELTON OFFICE
3 Corporate Drive, Suite 212
Shelton, CT 06484
(P) 203-937-2444
Check the background of our financial professionals on FINRA's BrokerCheck
Disclosure:

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC.  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of UT, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. New Canaan Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-156436 (Rev. 1/22) (Exp. 9/24)​

  • Home
  • About
  • Our Team
  • Services
  • Seminars
  • Client Center
    • Meeting Prep
  • Contact