Mark Sheptoff Financial Planning, LLC | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Description

Mark Sheptoff Financial Planning, LLC is an independent financial planning and investment advisory firm based in Connecticut, offering personalized wealth management, fiduciary consulting, and retirement planning services to individuals and institutions.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

Email visible after logging in

Example Exampleexample[email protected]
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