$45MM AUM | $650,000 GDC in East Brunswick, NJ
Member is Interested In:
Financial/Retirement/Estate Planning for physicians, business owners, closely held corporations(employee benefits) & high net worth families.
Offering various investments, Life/Disability/LTC/REITS/BDC etc. products, as per the client's suitability. Also specialized in 401-k, Profit sharing DB plan designs, implimentations & administration. Hope to find well qualified successor, who can bring new business, as well as eventually take over my practice.
Has Office Space to Share in East Brunswick, NJ
We have an office space available for one advisor.