Overview

CFP® looking to grow fee-only practice in CT and RI. Seeking advisors, either from captive firms or existing independent practices that are retiring and/or exiting the business.

I take a comprehensive approach to planning and investing, and a portion of my business income is straight financial planning (mostly retirement-focused), though most is advisory fees.

Market
RIA
Last Activity
today

Business Data

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Clearing Firm / Custodian

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