Overview

At WMGNA, we specialize in tax optimization strategies with on-going financial planning. We offer a subscription-based service to 163 of our 350 households. We have grown exclusively via referrals from clients, CPA's, Attorneys and other strategic partners, since our start in 1995. Our 2 offices are located in Farmington, CT and Boca Raton, FL. We are interested in merging or bringing in individuals who are like-minded and want to grow their business via the subscription model.

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