Overview

I am interested in either merging with an advisor or group of advisors that can add value to my client base as well as our practice. I have been in the industry for over 25 years and my partner has been in for 15. We are a full service firm that also does tax preparation (250 plus returns per year) as well as tax planning and we are RIA reps. We have office space available for the right merger. We have proven marketing plans available for an advisor looking to grow his book and there might be the potential of succession down the line.


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