Insights

Independent Advisory Private, independent financial services firm focused on retirement planning and active money management, presenting an opportunity to offer scalable wealth management solutions and tech-enabled advisory platforms tailored for small teams.

Succession & Growth Small team (2-10 employees) led by a seasoned CFP professional, Jeff Snyder, creating a need for scalable back-office support, client onboarding automation, and outsourced investment research to enable growth without adding headcount.

Tech Modernization Current tech stack includes Drupal, jQuery Migrate, ZURB Foundation, and basic analytics; potential to introduce modern CRM, client portal, cybersecurity enhancements, and data analytics to improve client experience and compliance.

Compliance & Trust Securities and advisory relationships through affiliated firms with established FINRA/SIPC frameworks; opportunity to bolster regulatory reporting, RIA custodial integrations, and insurance product distribution platforms to optimize risk management.

Revenue & Services Revenue in the mid-market range with a diversified service line (retirement, life insurance, college planning, alternative investments); potential cross-sell of advisory services, retirement planning software, and client education tools to deepen wallet share.

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First Financial Associates LLC Tech Stack

First Financial Associates LLC uses 8 technology products and services including Open Graph, Font Awesome, Pikaday, and more. Explore First Financial Associates LLC's tech stack below.

Open Graph
Content Management System
Font Awesome
Font Scripts
Pikaday
Javascript Libraries
ZURB Foundation
UI Frameworks
X-Content-Type-Options
Web & Portal Technology
Google Search Console
Web Analytics
ShareThis
Widgets
Facebook
Widgets

First Financial Associates LLC's Email Address Formats

First Financial Associates LLC uses at least 2 format(s):

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 August 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 August 2026, First Financial Associates LLC has approximately 9 employees across 1 continents, including North America. Key team members include President: B. D.Founder: V. B.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 Open GraphFont AwesomePikadayZURB FoundationX-Content-Type-OptionsGoogle Search ConsoleShareThisFacebook.

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 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.