Overview

My team and I are in the market to buy or merge practices. We are looking for people that are in the need of a succession plan or that want to sell a practice. I have 6 advisors on my team who are looking to acquire practices with each one having a unique book of business. We are a full-service planning firm with individual and business clients throughout the US. We also have a focus on corporate retirement plans and employee education. Our team are series 7 and 66, with most having the CFP, CPA, or other advance designation.

Last Activity
6 months or more

Business Data

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