Overview

Practice is a highly annuitized fee based business focused on financial planning as its base with personalized, discretionary portfolios centered on individual stocks, bonds, ETFS and mutual funds for smaller accounts.
Interest is in purchasing or merging with highly annuitized/fee based practice in the NY metro/Westchester County,NY area.
Practice is White Plains, NY based with upcoming move to newly built owner owned office in premier location.
Willing to work merger/long term
buyout for like minded practices

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Resources
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