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

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Merge | Succession | Continuity
Location
South Windsor, CT, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# 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.

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