Overview

Currently we are in business development and growth mode as we have our Flagship Office in Springfield , Mass along with our satellite sales office in Glastonbury, Ct . We are looking for the right partnership and or purchase to help build towards our short , medium, and long term goals. Our firm would look fairly closely at possible mergers with other firms. Our President has 30 years of experience in Financial services with a specific concentration in stocks and annuities . We believe that we might be a good Fit for similar firms looking to grow and or those that are in need of a succession plan! Open to possibilities.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,204 days old

Business Data

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Clearing Firm / Custodian

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