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

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...