Overview

Our business is very consultative. Most of our clients have a full comprehensive plan in place. Our primary client base is retirees, business owners, and people going through divorce. I am interested in acquiring a small, local firm that we can either merge into our existing office or have a satellite office close by.
We are also looking for a licensed advisor to assist on existing clients and possibly bring in new clients


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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