$52MM AUM | $50,000 GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Rochester, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
450
Avg Client Age
63
Overview

I am an ambitious advisor with lots of energy and the ability to multi task successfully! I am driven and recently placed my business in the #1 spot on my list of priorities. I have transitioned most of my clients to fee based and enjoy practicing financial planning and helping clients with insurance needs as well as investments and most recently Medicare Supplement Insurance! I am planning to run my practice for at least 25 more years and am very interested in having an introductory conversation with you about joining forces so that you can work less hours and eventually retire with peace of mind knowing that your clients are in good hands and being taken care of just as you've been doing all these years.

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