Overview

Our 2 principal advisors have been practicing for a combined 50 + years. Our services are primarily geared toward retirees, using wrap accounts and focus on meeting their Cash Flow, Protection and Estate Planning needs. We are looking to purchase a similar practice to provide growth to our operations. We would hope to schedule an introductory meeting with the seller to determine if this practice would be a good fit for our team.


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within 4 months

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