$120MM AUM | $750,000 GDC in Clearwater, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Clearwater, FL, US
Fee 0% Commission 100%
$750,000
Gross Revenue
500
# of Accounts
70
Avg Client Age
Overview

Business consists of two CPF's, one certified in 1981, the other 1998. We have offices in Spring Hill, since 1988, and one in Clearwater, since 1986. We do holistic financial planning on a fee based platform. As part of a financial plan, investment planning and estate planning have been our specialties. We work with clients who are approaching retirement our all already in retirement.

Has Office Space to Share in Clearwater, FL

We have space in Spring Hill and Clearwater Florida. The office in Spring Hill is unstaffed with room for staffing. It has 3 meeting rooms and a waiting room with receptions desk. The office in Clearwater is staffed with a private cubicle for work and a professional conference room for meeting with clients.

Contact to discuss details
 
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