$25MM AUM | $250,000 GDC in Dublin, OH

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
Dublin, OH, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
300
Avg Client Age
60
Overview

Safe Harbor Retirement Group, LLC is a family-owned, independent financial planning firm offering a comprehensive range of services for retirees and those planning for retirement. Our financial professionals work with individuals and families developing specific financial and life goals by providing advice in the areas of risk management, insurance, income tax planning, retirement planning, investments, and estate planning.

Hope to possibly grow our business by buying another firm in the Columbus Area.

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