Senior Financial Advisors, Inc.
Senior Financial Advisors, Inc. (CRD# 139518) is a financial advisory firm headquartered in Shelton, CT. They manage $34,500,000 in 307 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts307ACCOUNTS
Average Account Value$112,378
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops