$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%
Gross Revenue
$270,000.00
# 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.

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