Overview

We are a financial planning practice that currently manages over $250 million for nearly 800 families. Run by two CFP professionals, we provide comprehensive financial guidance and money management to our clients centered around the accomplishment of their financial goals. We are looking for practice acquisition or merging opportunities in and around the CT area.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...