$74MM AUM | $575,000 GDC in Lancaster, PA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Lancaster, PA, US
Fee 0% Commission 100%
Gross Revenue
$575,000.00
# of Accounts
675
Avg Client Age
65
Overview

Financial planning practice looking to expand through the right acquisition. We have experience in purchasing and integrating practices. We strive to make life long client relationships by putting our clients needs first. Our advisors are independent and our proud to maintain clean U4's. Eager to fulfill all your client's needs after you retire, not just the most profitable. We are open to your vision for the practice you've built.

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