Overview

20+ year solo CFP/CPA Fee Only RIA with small long tenured (15yr+) high net worth client base looking for experience financial adviser (with a CFP) as a successor. Tightly managed/extremely low cost structure in Fairfield County Connecticut.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
1,134 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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