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Financial Advisor   

$230MM AUM | $1.4MM GDC in Portland, CT

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Last Activity
this week

Business Mix:

25% Comm
75% Fee


Portland, CT, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Mc Cabe & Associates is a Private Wealth Advisory Practice of Ameriprise Financial. My firm is located in Portland CT. I have a support team of 5 individuals we do $1.4 MM in GDC. I am looking for a firm that I can help grow their practice and provide the succession plan they are looking for. I am client focused and try to instill confidence in the clients that they can reach their goals by providing direction. With the highest degree of integrity.
If this is a situation you would like to discuss further you may reach me at ___ or my cell ___-___-____.

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