Overview

We are a new firm based out of Johnstown, PA. We are looking towards acquiring existing books of business that we can transition into our company, Perspective Wealth Planning. Interested in books within a 50 mile radius of Johnstown, including Pittsburgh, Somerset, Altoona, Greensburg, etc. We are aggressively seeking new opportunities to build our practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

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