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Financial Advisor   

$30MM AUM | $400,000 GDC in Farmington, CT

Member Level
Basic
Last Activity
6 months or more

Business Mix:

1% Comm
99% Fee

General

Location
Farmington, CT, US
12 Month Gross Revenue
$400,000
Number of Accounts
50
Avg Client Age
50

Overview

We do financial planning as related to what-if scenarios for the demographic 25-50.

 

Has Office Space to Share in Farmington, CT

A few offices

Contact to discuss details
 
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