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GYL Financial Synergies sees growth in West Hartford's Blue Back Square, as mixed-use development expands office space footprint

Since co-founding West Hartford-based independent registered investment advisor GYL Financial Synergies LLC in 2016, CEO Gerry Goldberg has seen his firm grow substantially.

Over the past six years despite the pandemic GYL has increased its employee count from 12 to 50, expanded from one location to three, and increased combined investment assets under management and advisement from $4 billion to more than $9.5 billion. ....

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West Hartford financial advisory firm nearly doubling space with new Blue Black Square lease

Officials from GYL Financial Synergies announced the company is nearly doubling its office space in West Hartford when it relocates to a new building this summer.

GYL, a West Hartford-based fiduciary wealth management firm, is moving its headquarters from its 5,000-square-foot location at 65 Memorial Road to a 9,000-square-foot space in The Lexicon building, 75 Isham Road. Officials from the firm said they plan to renovate the new Blue Back Square location and move in around July 1.

The company’s new space is owned by Charter Realty and Development Corp. ....

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Focus Financial Partners rolls up Ancora Holdings

Focus Financial Partners rolls up Ancora Holdings
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Financial Advisor IQ - Content Page

Financial Advisor IQ - Content Page
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Focus Financial to buy RIAs managing $570 million

Focus Financial to buy RIAs managing $570 million
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