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Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

25% Comm
75% Fee

General

Location
Poughkeepsie, NY, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
1,500
Avg Client Age
70

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.

 
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