Overview

A fee-only RIA in WNY looking to grow through acquisition or merger with the right cultural fit for our business. If you are a broker/dealer or hybrid business and you are looking to grow or create a future succession plan for your clients. Our differentiator is a strong, scalable operational team with professional management in place. We are a paperless office using the most up to date technologies to leverage efficiency.

Market
Advisor/RIA
Last Activity
this week

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