$135MM AUM | $1.4MM GDC in Danbury, CT

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Danbury, CT, US
Fee 0% Commission 100%
Gross Revenue
$1,450,000
# of Accounts
375
Avg Client Age
67
Overview

We are a comprehensive financial planning group consisting of four women who take a holistic approach to financial planning. In addition to being CFP's we also have additional designations (CDFA, AIF, and CLTC) so we are able to provide our clients with specific advice throughout the many stages of their lives. We are looking to grow our unique practice.

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