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Financial Advisor   

$60MM AUM | $839,066 GDC in Buffalo, NY

Member Level
Premier
Last Activity
2 weeks

Business Mix:

30% Comm
70% Fee

General

Location
Buffalo, NY, US
12 Month Gross Revenue
$839,066
Number of Accounts
333
Avg Client Age
50

Overview

We in 30th year of operations and Interested in seeking acquisition/merge opportunities in Western New York and New Orleans, Louisiana. Finding the right fit is essential since we are fee based, and driven by our social mission. Our core business is financial planning and ESG portfolio management. We are looking to tactically expand both area.
If you are a team player and are seeking unique growth opportunities in this changing world, please reach out.

 
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