Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Sugar Land, TX, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$335,000,000.00
Gross Revenue
$2,100,000.00
# of Accounts
750
Avg Client Age
50
Overview

My name is Stewart Jacobson and I own a financial planning firm in Sugar Land called Dearborn & Creggs. We just celebrated our 30th anniversary and I am immersed in our plan for the next 30 years.

We have prospered for three decades by staying focused on the things that matter most to our clients and helping them to plan for their futures. We have also collaborated with many advisors over the years who share our client-centered focus.

To that end, our plan to create our future is to offer an exit or succession strategy for advisors who want to transition out of the business now, or in the future, and partner with a firm that shares their passion for their clients.

If you would like to contact me, please call me at ___-___-____, EXT 224 or email me at ___

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