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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Harleysville, PA, US
Fee 0% Commission 100%
$270,000
Gross Revenue
300
# of Accounts
60
Avg Client Age
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

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