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Mark Sheptoff Financial Planning

EST. AUM
$466,529,463

CONTACTS
1

CLIENT ACCOUNTS
771

Firm Details

Metro area Stamford
CRD Number 108742
Website marksheptoff.com
Client types

Overview

Mark Sheptoff Financial Planning, LLC is a Financial Planner and Registered Investment Advisor located in Glastonbury, Connecticut. It provides fee-only financial planning services and investment advice. It avoids potential conflicts of interest by working solely for clients. It receives no compensation from third parties such as mutual fund or insurance companies, and it does not sell any financial products. Mark Sheptoff Financial Planning, LLC believes in flexibility. It will consider a wide range of investments before creating the portfolio it feels is best suited to the client's individual financial objectives.

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Address

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

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