Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Danbury, CT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$135,000,000.00
Gross Revenue
$1,450,000.00
# 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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