$3MM AUM | $10,000 GDC in Galloway, NJ
Member is Interested In:
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.