Overview

My Partner and I are younger female advisors, who are looking to grow our book over the next 5 years.
We focus on wealth planning and increasing our clients wealth while preserving the wealth they have already accumulated. We put a high level of priority on customer service and our clients are treated as if they are family.
We are looking to buy a book, and have a smooth transition from the existing advisor to us. We would like to work with the existing advisor to transfer the clients and make sure everyone is well taken care of.

Last Activity
6 months or more

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