$50MM AUM | $100,000 GDC in Worcester, MA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Worcester, MA, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
1,500
Avg Client Age
55
Overview

We are looking to grow our business through obtaining or merging practices. Our practice is a full service financial planning team.

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