$9MM AUM | $70,000 GDC in Long Beach, NY
Member is Interested In:
My business is focused on providing an excellent client experience. I frequently call clients to stay in touch and make sure Their investment objectives are in line with the service and results I am providing. Most of my clients are in the accumulation phase and we have laid out an investment and retirement plan through our Envision planning tool.
I am looking to provide that same high level of service to future clients of a sunsetting practice or book of business