$1MM AUM | $1 GDC in Westborough, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Westborough, MA, US
Fee 0% Commission 100%
Gross Revenue
$1
# of Accounts
1
Avg Client Age
1
Overview

We're a comprehensive wealth management firm, focused on financial planning and specializing in tax mitigation strategies.

We're interested in succession and acquisition opportunities with advisors in the area.

Extended Profile Information

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