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JEFFREY N. MEHLER, CFP LLC

Tel: 860-767-9700
147 Westbrook Road
Essex, Connecticut  06426

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JEFFREY N. MEHLER, CFP LLC

JEFFREY N. MEHLER, CFP LLC is a Essex, Connecticut based financial advisory firm with nearly $380,870,953 in assets under management and provides investment advisory services for 1318 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (FORENSIC FINANCIAL STATEMENT ANALYSIS IN DIVORCE PROCEEDINGS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

126681

SEC#:

801-66937

No. of Clients:

1318

Assets under Management

$380,870,953

No. of Advisors:

8

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