$45MM AUM | $650,000 GDC in East Brunswick, NJ

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Merge | Succession
Location
East Brunswick, NJ, US
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
120
Avg Client Age
56
Overview

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.

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