Financial Planning Suite, Inc.
Financial Planning Suite, Inc. (CRD# 123463) is a financial advisory firm headquartered in , . They manage $11,680,712 in 37 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$315,695
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Ebert (CRD# 6900552) is an Investment Advisor Representative working at Financial Planning Suite, Inc. in Wethersfield, CT and has 1 year of experience in the finance industry.