Overview

Dual registered financial planning focused firm. I am interested in connecting with advisors that have an interest in joining, merging, selling, or establishing a succession plan. We are able to offer flexibility in the type of practice you would like to run and a 90% grid. I have offices in Okemos, Northville, and Flint Twp.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

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