$300MM AUM | $3MM GDC in Poughkeepsie, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Poughkeepsie, NY, US
Fee 0% Commission 100%
$3,000,000
Gross Revenue
1,500
# of Accounts
70
Avg Client Age
Overview

We help individuals, families, and businesses plan for their financial well-being.

Our team approach brings experienced professionals together to assist in achieving financial goals and objectives. We lead this team with a bond of trust and confidence toward the common goal of long-term professional friendships, including routine clarity with costs and/or fees for services.

We are looking to purchase a book of business that meets our practices philosophy.

Extended Profile Information

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