Overview

CASH BUYER HERE!!! We are Client Focused Advisors. Our team is comprised of 10 teammates(6 Advisors with 4 support staff all working together), each with their own area of expertise. Our firm is considered to be a prime candidate for buying or merging with another practice as the average age of the team is 32 years old. Together, we are able to tackle the most challenging obstacles that we face in this ever changing business landscape. Our creativity and adaptability with regards to technology is unparalleled when compared to our peers. A testament to this attribute is exhibited as we have been acknowledged as a Signator Practice of the Year Finalist the past two consecutive years, 2015 and 2016(Out of Approximate 2000 practices). Our firm is actively seeking to grow our practice and explore opportunities. We currently have an office in New York City and an Long Island; we are also in the process of creating an office Boca Raton area in Florida. Our team would love to learn more about your firm and discuss possible synergies in the near future.

Our website can be found here: http://___
LinkedIn Profile: https://___

Publications:

Client Focused Advisors Lives Up to Its Name : http://___

10 Tips for Financial Advisors for Client Loyalty : http://___

A Simple Way to Earn Client Loyalty : http://___

A Better Strategy for Claiming Social Security : http://___

You can contact us at:
Jason Hill - President
Phone - ___-___-____
Email - ___

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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