Mutual Overview

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Mutual General Information


Owner and operator of financial planning company that offers retirement, estate, and insurance advisory services. The company also provides services like tax preparation and planning, risk management, and asset allocation.

Contact Information

Ownership Status
Financing Status
Formerly PE-Backed
Primary Industry
Accounting, Audit and Tax Services (B2C)
Other Industries
Other Financial Services
Primary Office
  • 3505 Veterans Memorial Highway
  • Suite d
  • Islip, NY 11779
  • United States
+1 (631) 000-0000

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Mutual Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Mutual Executive Team (2)

Name Title Board Seat Contact Info
William Devine Chief Executive Officer
Raymond Menna President
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