Overview

As a seasoned independent financial services firm, located 20 minutes East of Rochester New York, in the heart of Wayne Co. New York, we are looking to grow our practice through acquisition of retiring advisors. Looking to be connected with advisors in a 50 mile radius that are looking to establish a succession plan with an intended buyer.

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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