SOVEREIGN FINANCIAL SERVICES
Rocky Hill, CT
AUM
$38.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-257-4005
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
4 advisers found
CM FINANCIAL ADVISORS, LLC
Rocky Hill, CT
AUM
$47.9M
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-563-5505
Full profileNo website
DENNIS GLYNN, CPA
Rocky Hill, CT
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-563-1040
Full profileNo website
Full profileNo website