$1MM AUM | $100,000 GDC in Warwick, RI
Member is Interested In:
I am a young advisor looking to be the successor of another advisor in buying out their book of business over time. Please contact me if you are looking for a successor/buyer of your book of business. I work for an independent firm with a primary focus in financial planning. We have access to over 100 insurance companies, over 20,000 funds, and much more to serve the clients of whoever I would be succeeding.