Established Financial Advisory Firm - Springfield, CT | Wealth Management & Tax Planning Practice

Springfield, Connecticut

About This Business

Premier financial services firm operating successfully in Springfield, Connecticut since 2005, specializing in comprehensive wealth management, tax planning, and retirement strategies for high-net-worth individuals and small business owners. This established practice generates $748,830 in annual revenue with a healthy $56,762 cash flow, demonstrating consistent profitability and sustainable business operations. The firm benefits from a loyal client base built over nearly two decades of trusted advisory relationships and community presence. With 19 dedicated employees including CFPs and licensed advisors, the business operates with strong operational systems and recurring revenue streams from fee-based advisory services and asset management accounts. The owner is transitioning to pursue other entrepreneurial ventures and seeks a qualified buyer to continue this thriving legacy. Ideal candidate should possess financial services industry experience and commitment to maintaining client relationships. This turnkey operation offers immediate income potential with established infrastructure, proven management systems, and a solid foundation for growth under new ownership.

Financial Details

Business Details