Overview

We are a small mutual bank in upstate New York with 21 branches in the Albany NY area. We have recently hired 3 senior advisors, 5 junior advisors and 2 admin staff from a larger financial institution and we are now looking to purchase wealth management practices. 3 of our advisors have the CFP designation.

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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Insurance Business

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Resources
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