Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Sacramento, CA, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$18.00
Gross Revenue
$133,000.00
# of Accounts
600
Avg Client Age
48
Overview

My business, School Benefit Services, primarily works with education professionals. I help educators meet their financial and retirement goals and have been in business for over 17 years. I am interested in purchasing a similar practice and developing a succession plan.

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