Overview

Wanted: Relatively experienced advisor with aspirations to own a successful and thriving financial planning practice as part of a 3-5 year transition strategy.

Unique combination of employee benefits and fee advisory business.

Want a younger second partner, to mentor . I am 68 and my partner is 33.

This is a unique opportunity for an up and coming advisor who would like to be part of a practice where he/she can expand and grow in a safe environment.

Last Activity
6 months or more

Business Data

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