Overview

Boutique firm in the Metro West Area is looking for SELLERS and SUCCESSION PLANNING. It is a family owned operation with over 60+ years in the New England Area. The advisors are 17 in total with many specialists on the team. The firm is financial planning focused and has a niche in the small business owners market. Client Services is of the up most importance and client availability is what separates this firm from others. Satellite offices on Seacoast of New Hampshire and South Shore.

Please contact me to discuss selling your practice, succession planning. New clients are supported/treated just as old clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

Business Data

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