$300MM AUM | $3MM GDC in Poughkeepsie, NY
Member is Interested In:
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.