$125MM AUM | $1MM GDC in Pittsburgh, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Pittsburgh, PA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
125
Avg Client Age
62
Overview

We provide individuals and families with customized planning solutions that assist in maintaining their lifestyle regardless of the life changes they face. We work in all facets of the financial services industry when developing our unique plans.

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