Overview

Located in St Johns, MI. We are an independently owned firm specializing in wealth management and financial planning. Our firm has been in business for over 20 years. We have strong ethics, work hard and center our firm around the client. Exceptionally qualified staff that delivers a top notch client experience everyday.

We are looking to purchase another financial advisory practice in Michigan, Florida or California. We have financing available for immediate buy-out. Would prefer to work with the seller to acquire their book over a number of years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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