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Joshua T

ChFC®, Series 66

Prospect, CT

Flagship Harbor Advisors, LLC

Joshua Topp is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, including 13 years with LPL Financial and Flagship Harbor Advisors. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Business sale tax planning Founder/Business Owner Executive
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