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Home > Financial Planner Directory > Connecticut > Glastonbury > Mark V. Briggs, CPA, CFP®, PFS
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Mark V. Briggs, CPA, CFP®, PFS

Briggs Wealth Management, LLC

59 Sycamore St
Glastonbury, CT 06033-4382
Phone: (860) 633-8988
Fax: (860) 657-4878

Toll-free: (888) 470-7526

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Household Income Minimum: $200,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

Considerations: Our firm starts its billing based on 1% and may reduce this percentage based on level of assets to be managed

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.