Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Cherry Hill, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
Overview

Tax & Financial Services Practice - looking to grow!

Family owned practice with over 15 years of experience specializing in providing individuals and businesses with a wide range of services including fee-only comprehensive financial planning & family office services (tax planning & preparation, personal financial accounting services, cash flow & budget analysis, bill paying services, payroll, and bookkeeping).

We are looking to grow our practice by purchasing an existing practice or merging with other like-minded advisors.

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