Finetooth is dedicated to the growth of financial advisors. Since 2006, our focus on independent business models and the needs of our clients have made us one of the most trusted consulting firms among advisors, RIAs, IBDs and clearing firms.
Our team of experienced financial services professionals is as diverse and dynamic as the firms and advisors we work with. Our collective background includes wealth management, financial planning, valuation, recruiting, and just about everything in between. We understand that changing broker dealers or acquiring advisory businesses is no small endeavor, and we are committed to providing our clients with a personalized, highly consultative experience.
Knowing the industry inside and out is our business. Helping clients make the most of their unique opportunities is our passion. We look forward to sharing that passion with you.
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Contact ConnectRoot ~call us at 732-619-4506 or e-mail us at Kelly@ConnectRoot.com