$150MM AUM | $1.4MM GDC in Enfield, CT
Member is Interested In:
We are a Tax Preparation and Investment Advisory Firm .
We provide everything from tax preparation, life, health, long-term care, asset management, brokerage, and recently started an independent property and casualty insurance agency in addition. We seek to buy or merge with a firm that can mutually benefit from our strengths in Northern CT and Western MA