Insights

Boutique Growth Independent financial services firm with retirement planning and active money management, suggesting opportunities to provide scalable tech or advisory solutions tailored to small teams and personalized client experience.

Family Legacy Longstanding family-led operation since 1966 presents a potential for collaborative consulting on succession planning, client onboarding efficiency, and branding initiatives that emphasize trust and continuity.

Technology Stack Current tech includes AWS, Drupal, WordPress, Google Workspace, analytics, and social channels, indicating opportunities to optimize cybersecurity, data analytics, client portal UX, and martech integrations for small advisory firms.

Regulatory Link Securities and advisory services through partner entities with unaffiliated status, creating a need for compliance-focused tech, RIA workflow automation, and vendor management solutions.

Revenue Scale Revenue in the mid seven-figure range with a small team (2-10 employees) signals demand for cost-effective, scalable tools, outsourced IT support, cloud-based collaboration, and financial planning software suited for small practices.

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First Financial Associates LLC Tech Stack

First Financial Associates LLC uses 8 technology products and services including Amazon Web Services, Drupal, WordPress, and more. Explore First Financial Associates LLC's tech stack below.

Amazon Web Services
Cloud Hosting
Drupal
Content Management System
WordPress
Content Management System
Google Workspace
Email
ZURB Foundation
UI Frameworks
Google Analytics
Web Analytics
Facebook
Widgets
Twitter
Widgets

First Financial Associates LLC's Email Address Formats

First Financial Associates LLC uses at least 4 email formats:

First Financial Associates LLC Email Formats	Example	Percentage
First.Last@firstfinancialassociatesllc.com	John.Doe@firstfinancialassociatesllc.com	75%
FLast@firstfinancialassociatesllc.com	JDoe@firstfinancialassociatesllc.com	25%
First.Last@jwcemail.com	John.Doe@jwcemail.com	93%
Fir.Last@jwcemail.com	Joh.Doe@jwcemail.com	7%

Frequently Asked Questions

What is First Financial Associates LLC's phone number?

You can contact First Financial Associates LLC's main corporate office by phone at

+1-860-657-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Financial Associates LLC's official website and social media links?

First Financial Associates LLC's official website is firstfinancialassociatesllc.com and has social profiles on LinkedIn.

How much revenue does First Financial Associates LLC generate?

As of September 2026, First Financial Associates LLC's annual revenue is estimated to be $10M - $25M.

What is First Financial Associates LLC's NAICS code?

First Financial Associates LLC's NAICS code is 52 - Finance and Insurance.

How many employees does First Financial Associates LLC have currently?

As of September 2026, First Financial Associates LLC has approximately 9 employees across 2 continents, including North America and Europe. Key team members include President: B. D., Founder: V. B. and Independent Business Owner: J. S. Explore First Financial Associates LLC's employee directory with LeadIQ.

What industry does First Financial Associates LLC belong to?

First Financial Associates LLC operates in the Financial Services industry.

What technology does First Financial Associates LLC use?

First Financial Associates LLC's tech stack includes Amazon Web Services, Drupal, WordPress, Google Workspace, ZURB Foundation, Google Analytics, Facebook and Twitter.

What is First Financial Associates LLC's email format?

First Financial Associates LLC's email format typically follows the pattern of First.Last@firstfinancialassociatesllc.com. Find more First Financial Associates LLC email formats with LeadIQ.

First Financial Associates LLC

Q: What technology does First Financial Associates LLC use?

First Financial Associates LLC's tech stack includes Open Graph, reCAPTCHA, Google Tag Manager, WordPress, Facebook Pixel.

Q: What is First Financial Associates LLC's NAICS code?

First Financial Associates LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesConnecticut, United States2-10 Employees

First Financial Associates LLC is a privately owned, independent financial services firm based in Glastonbury, Connecticut. With a focus on retirement planning and active money management, the firm also advises on life insurance, college planning, and alternative investments, aiming to support clients in making informed financial decisions across life stages. Led by president Jeffrey B. Snyder, CFP, the team emphasizes longstanding service and personalized guidance for individuals and families as they address goals such as starting a family, approaching retirement, funding education, or transferring wealth across generations. The company operates in the financial services industry and participates in securities and advisory services through affiliated entities, maintaining a local footprint while offering a range of planning and investment options through its independent structure.