Overview

We are looking to grow our practice through acquisition of a book of business or merging with an advisor that is looking to retire in the next few years.

Our business currently is generating the bulk of its income from the insurance side, but we are focusing on marketing
and growing out advisory/brokerage business. A synergy with the right partner can bring additional insurance income to their portfolio. Additionally we recently bought and renovated offices on Rt 23, in Little Falls and we can accommodate the right partner.

Our current Broker Dealer is LPL financial, and we prefer to work with someone from LPL.
My educational background is Bsc Accounting and MBA in Finance. Financial Planning and retirement planning is one
of our strengths.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,504 days old

Business Data

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