Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
Profile Age
280 days old
General
Location
Glastonbury, CT, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$407,000,000.00
Gross Revenue
$2,900,000.00
# of Accounts
2,400
Avg Client Age
54
Overview

Well established financial planning team looking to assist senior advisory practices with their transition into retirement. Our team of experienced professionals integrate and coordinate all aspects of the transition process to ensure the best interests of the client are put first.

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