$13MM AUM | $85,849 GDC in Poughkeepsie, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Poughkeepsie, NY, US
Fee 0% Commission 100%
Gross Revenue
$85,849
# of Accounts
290
Avg Client Age
60
Overview

Fee Based Financial Planning Firm that manages client assets while providing insurance solutions to their insurance needs.

Extended Profile Information

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