Overview

Entirely fee-based practice that really does the financial planning, versus just claiming as much; this creates tremendous loyalty, and a strong referral base, particularly with retirees. Clients based predominantly in New York and Florida. Looking to acquire a practice that executes at the same high standard. Custodial firms are Schwab and Interactive Brokers, portfolio management portal is Morningstar Office, and financial planning portal is MoneyGuidePro.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Member Since
July 27, 2017

Business Data

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