Overview

We are looking to acquire a financial planning or wealth management practice in Connecticut. For more than 20 years, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation, and preservation. We have been with Commonwealth Financial Network for over 17 years, the Nation's premier broker dealer.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...