Asset Strategies, Inc.

EST. AUM
$140,076,947

CONTACTS
5

CLIENT ACCOUNTS
606

Firm Details

Metro area Hartford
CRD Number 119661
Website assetstrats.com
Client types

Overview

Asset Strategies is a full service, award-winning, fee-only financial advisory firm serving New England and the New York Metro area with offices in Avon CT, Stamford CT, and New York NY. For over 30 years, Asset Strategies has helped its clients build and adapt their financial plan, optimize their taxes, and grow and protect their wealth all under one roof. The firm believes that finances are systemic and nothing happens in a vacuum, which is why it has its asset manager, financial planner, tax planner, and tax preparer work together. At Asset Strategies, the firm provides comprehensive financial advice that considers all aspects of its clients' financial picture. For Financial Planning, their team is prepared to give unbiased and in-depth personal financial planning advice, helping clients get answers to their day-to-day finances and long-term decisions. For Asset Management, their team of advisors manages clients' accounts from 401Ks & IRAs, to brokerage, building and protecting their hard-earned wealth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Asset Strategies, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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