Overview

CFP led practice with an established team that has capacity to take care of your best clients. Financial planning is essential to our process, and we emphasize a great client experience so that we can grow from referrals. We would prefer to have hands-on client interactions and engagement rather than more passive client relationships.

We are looking to grow through acquiring local practices where the retiring advisor wants their clients handled with care and with a personal touch.


Last Activity
within 3 months
Listing Updated
May 13, 2024

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