Join or Login for Access

SL advisors Listing
Financial Advisor   

$150MM AUM | $1.4MM GDC in Enfield, CT

Member Level
Lite
Last Activity
today

Business Mix:

40% Comm
60% Fee

General

Location
Enfield, CT, US
12 Month Gross Revenue
$1,350,000
Number of Accounts
2,000
Avg Client Age
60

Overview

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

 

Has Office Space to Share in Enfield, CT

additional 1100 square feet

You must sign up or to discuss details.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging