Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Milldale, CT, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$201,000,000.00
Gross Revenue
$1,900,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

My team and I run a financial planning firm in Cheshire/Milldale. We have helped other advisers transition their books while providing continuity for their clients and peace of mind that the business they spent years building is going to be left in capable hands. In some cases we have helped create an annuity stream based on the level of involvement by the retiring adviser to help carry them throughout retirement. We would love to begin a dialogue to see if our goals and values align in order to explore what we can offer each other. We also own a CPA firm that is occupying the same building. With CFPs, CPA's, an attorney, and Advisors; we are able to provide a holistic client experience all within the same space.

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