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

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...