Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Londonderry, NH, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$9,500,000.00
Gross Revenue
$105,000.00
# of Accounts
98
Avg Client Age
56
Overview

As an Advisor and CFP in my early 50's, I am in a prime position to acquire a practice and help clients long into the future. We are a financial planning firm that also does tax preparation so we help clients with all aspects of their financial life. We have purchased a tax practice in the last few years and understand how to transition clients and the practice. As our industry moves into the future, we believe integrated services that include real tax planning will be vital to ongoing growth and success.

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