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Financial Advisor

$55MM AUM | $270,000 GDC in Harleysville, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Harleysville, PA, US
12 Month Gross Revenue
$270,000
Number of Accounts
300
Avg Client Age
60

Overview

A comprehensive financial planning firm located in Harleysville, PA, working with business owners and successful individuals on their financial plans. We provide taxes, insurance, investments, retirement and estate planning.

 
Extended Profile Information

Peer to Peer
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New Opportunities Daily
Zero Transaction Fees
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