$68MM AUM | $680,000 GDC in Rochester, NY

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Rochester, NY, US
Fee 0% Commission 100%
$680,000
Gross Revenue
300
# of Accounts
50
Avg Client Age
Overview

Comprehensive Financial Planning team poised to assist advisers advance their career by providing a turn-key platform to manage & grow their client base. We have a highly trained and ethical team of advisers and support staff ready to help, from an individual adviser planning to advance their career; to a more senior adviser looking to create a continuity & eventual succession plan.

Has Office Space to Share in Rochester, NY

Space is centrally located within a 15 minutes of just about any side of Rochester. Set-up is Turn-key, private office space available for 1 person or a small team. We're able to accommodate advisers, attorney, CPA or insurance agents. Office is staffed with a receptionist and set-up with shared conference space for client meetings. Feel free to message for more details.

Contact to discuss details
 
Extended Profile Information

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