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Financial Advisor   

$75MM AUM | $300,000 GDC in South Windsor, CT

Member Level
Basic
Last Activity
2 weeks

Business Mix:

75% Comm
25% Fee

General

Location
South Windsor, CT, US
12 Month Gross Revenue
$300,000
Number of Accounts
150
Avg Client Age
58

Overview

We are a full service financial planning firm, using both commissions and fees as a source of revenue. We specialize in financial divorce consultation.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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