Overview

We are seeking to purchase books of business within our marketplace at Diversity Wealth Management dba with Rockgate Financial Partners. We are trying to find financial services practices who want to sell or transition their clients to an diverse experience team who cares about their financial well-being. We have a specialized transition team who provide an "elite level" of service to seller and buyer to make it a smooth transaction for you and your clients. We provide all legal and operational services to the seller along with evaluation of their practice at no fee. If you are serious in getting top dollar for your practice please contact - Steve Dalrymple - ___-___-____ C - ___-___-____ O - ___


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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