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Financial Advisor   

$25MM AUM | $200,000 GDC in Buffalo, NY

Member Level
Premier
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Buffalo, NY, US
12 Month Gross Revenue
$200,000
Number of Accounts
400
Avg Client Age
55

Overview

Looking to grow my business. We offer financial planning, tax service, payroll and property/casualty insurance. Purchasing a book of business will be top priority in the near future.

 
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