$100MM AUM | $1.3MM GDC in Wilkes Barre, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Wilkes Barre, PA, US
Profile Type
Seller | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
850
Avg Client Age
70
Overview

Our business model is tax, legal and financial. We specialize in retirement planning and transfer of wealth.

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