Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Manteno, IL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
60
Overview

We are an office focused on financial planning first and making sure all of our clients have a plan in place before we make recommendations on investments or other financial details. We are process oriented to ensure that each of our client receives maximum value through our planning process. We are well known in the community and carry and great reputation from our clients which shows through our constant flow of client referrals.

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