MARK SHEPTOFF FINANCIAL PLANNING

Mark Sheptoff Financial Planning, LLC is a registered investment advisor with the State of Connecticut and with the NASD. Mark Sheptoff is the managing member of Mark Sheptoff Financial Planning, LLC and may serve clients in Connecticut and other states. A copy of the disclosure form (ADV parts I and II) is available upon request. This form contains complete information on the services offered, the fee schedules and the background of Mr. Sheptoff. The purpose of this site is to provide general information and is not intended to render specific investment of financial planning advice. For specific recommendations for your planning needs please consult your advisor, accountant, or attorney... At Mark Sheptoff Financial Planning, LLC, we abide by the fiduciary status. As fiduciaries we are required to act in our client's best interest when providing financial advice. This is a legal and ethical distinction that holds financial planners to the highest standard of care.

Also known as: Mark Sheptoff, Mark Sheptoff Financial Planning, LLC

Primary location: Glastonbury United States