A complete list of active advisors currently associated with Dennis Glynn, CPA
Warmer can help you find a great advisor at Dennis Glynn, CPA or one who fits your needs even better.
The firm provides personalized financial planning and ongoing portfolio management to individual investors and participants in employer-sponsored SIMPLE IRA plans. It also offers Simple-IRA plan administration and consulting services for small businesses that sponsor those plans. Portfolios are managed on a discretionary, fee-only basis and are constructed using individual stocks, mutual funds, exchange-traded funds, corporate bonds and occasionally options, with security selection guided by fundamental analysis and strategic asset allocation. The firm documents client investment objectives in written investment policy statements and executes trades through a recommended custodian while monitoring accounts regularly. The firm is affiliated with a separate accounting practice and shares offices, clients and personnel with that CPA firm, allowing coordination of tax and investment services for overlapping clients. Its combination of active tax/accounting activity, Simple-IRA plan administration for employer clients, and a solo advisory practice is an atypical mix of services for an independent, single-advisor firm.
To learn more about the advisors currently working at Dennis Glynn, CPA, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rocky Hill, CT
| 16
|
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