Overview

We are an independent franchise offering all things financial to our clients. Our Practice leads with planning solutions and offers an in house CPA as well as Attorney. We are in the process of growing out our Shelton CT office and looking for synergies with sellers.

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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Technology Solutions

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CRM Systems

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Resources
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