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Financial Advisor   

$20MM AUM | $200,000 GDC in Danvers, MA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

20% Comm
80% Fee

General

Location
Danvers, MA, US
12 Month Gross Revenue
$200,000
Number of Accounts
250
Avg Client Age
56

Overview

UH Financial is a full service financial planning and wealth management firm. We are rapidly growing and looking for other practices to buy or merge with to keep growing our practice.

 
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