Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Bridgeport, CT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$2,700,000.00
# of Accounts
276
Avg Client Age
55
Overview

We are looking to purchase a firm or merge with a firm.
Since 1985, the professionals at Ganim Financial have been providing specialized employee benefits, wealth management, and business succession planning solutions for individuals and businesses of all sizes. If you want a benefits firm that is small enough to care, remain personally engaged and large enough to produce the outcomes you need and desire, Ganim Financial is for you. Our size enables us to remain independent, innovative, objective and nimble.

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