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SL advisors Listing
Financial Advisor   

$160MM AUM | $1.5MM GDC in Enfield, CT

Member Level
Premier
Last Activity
2 weeks

Business Mix:

40% Comm
60% Fee

General

Location
Enfield, CT, US
12 Month Gross Revenue
$1,500,000
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

Contact to discuss details
 
Extended Profile Information

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