Overview

I run an IMO (similar to OSJ) with advisers in TN, GA and NC. We am looking to buy or merge practices into U. S. Planning Group Inc. as an additional practice or as a succession plan for an adviser thinking of retiring now or later or retire in place and desires a partner / successor. We have resources both financial and adviser scale to create innovating solutions to your succession desires.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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