Overview

We are a financial institution in Upstate NY. We have a sincere interest in the acquisition/succession of successful independent practices in Upstate NY as well as Mass, VT and New Hampshire. We recognize that every situation is unique and work to customize every relationship specifically to the needs of the advisor. We offer a number of options customized to facilitate a mutually beneficial transition as well as the opportunity to join our organization as an independent supported with the resources that our institution has to offer.

Last Activity
6 months or more

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