$25MM AUM | $1.3MM GDC in Cedar Rapids, IA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Cedar Rapids, IA, US
Fee 0% Commission 100%
Gross Revenue
$1,300,000
# of Accounts
800
Avg Client Age
65
Overview

We are a Financial Planning business with emphasis in retirement planning and income planning in retirement. We work with our clients on wealth management strategies, tax management strategies and legacy planning.

Extended Profile Information

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