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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Dublin, OH, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
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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