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.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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William Devine | Chief Executive Officer | ||
Raymond Menna | President |