$130,000 AUM | $600,000 GDC in Tarrytown, NY

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Tarrytown, NY, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
300
Avg Client Age
65
Overview

I am a CFP who provides investment management and overall financial planning to my clients. I have been in practice since 1992.

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