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Financial Advisor   

$60MM AUM | $600,000 GDC in Rochester, NY

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Business Mix:

30% Comm
70% Fee


Rochester, NY, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


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.

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