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Financial Advisor   

$3MM AUM | $10,000 GDC in Galloway, NJ

Member Level
Basic
Last Activity
within 3 months

Business Mix:

90% Comm
10% Fee

General

Location
Galloway, NJ, US
12 Month Gross Revenue
$10,000
Number of Accounts
50
Avg Client Age
55

Overview

We are an insurance based practice focusing on personal lines property & casualty for our firm's financial planning business. We also offer financial planning to our clients. Ideally, we would purchase an advisory book of business and build that into our service model - estate planning, financial planning and personal lines property and casualty. We have experienced, successful partner advisors who work with our clients in a team environment. Our client service model, effective communication style and availability are keys to retaining our clients. Now, we are looking to grow the advisory business through individual meeting and acquisition.

 
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