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Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

5% Comm
95% Fee

General

Location
Danbury, CT, US
12 Month Gross Revenue
$1,450,000
Number 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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