Overview

24 year financial planning practice focusing on pre-retirees, retirees & Small Business Owners.

The ideal candidate would be someone that is looking to transition out of the business (Retire) in the next 5 years. We can merge the practices and I can buy you out. Alternatively, if you are established for at least 5 years and have a growing book, I would love to combine the practices and the junior advisor buy me out in approximately 7-10 years.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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