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

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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