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Financial Advisor
Connecticut
Glastonbury
MARK SHEPTOFF FINANCIAL PLANNING LLC

MARK SHEPTOFF FINANCIAL PLANNING LLC

Tel: 860-734-1090 703 Hebron Ave 3rd Floor Glastonbury, Connecticut 06033

About MARK SHEPTOFF FINANCIAL PLANNING LLC

MARK SHEPTOFF FINANCIAL PLANNING LLC is a Glastonbury, Connecticut based financial advisory firm with nearly $405,921,864 in assets under management and provides investment advisory services for 810 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

108742

Firm SEC#:

801-57744

Assets Under Management:

$405,921,864

No. of Clients:

810

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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