$65MM AUM | $500,000 GDC in Rochester, NY

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Rochester, NY, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
350
Avg Client Age
59
Overview

We are dedicated to holistic comprehensive financial advice. We strive for a complete experience for our clients. We have a combined 24 years of experience and are very motivated buyers in the market. We prefer warm transitions so the selling advisor has the opportunity to introduce us to their valued clients and ensure a high retention rate. We have a succession plan in place to ensure continuity and longevity for the clients we service now and those we are fortunate to service down the road.

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