Overview

7 financial advisors comprise our firm. We are looking to acquire. Our advisors have 3 to 30 years experience, all licensed for securities and insurance. We have a risk management view first for our clients. Our clients are located in MA and RI predominately, but also have clients in FL, CT, NH, ME, NY, CA, OR and PR. Our firm is dedicated to providing quality advice and service for our clients.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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