$24MM AUM | $25,000 GDC in Feasterville, PA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Continuity | Successor
Location
Feasterville, PA, US
Fee 0% Commission 100%
Gross Revenue
$25,000.00
# of Accounts
200
Avg Client Age
60
Overview

Have a complete Financial Services organization. Provide Life and Health Insurance - Wealth Management - Retirement Program Services (TPA & Product) - Business Planning - Executive Benefit Planning and Employee Benefits

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