Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
1,124 days old
General
Location
Doylestown, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$85.00
Gross Revenue
$575.00
# of Accounts
112
Avg Client Age
59
Overview

We are a financial services firm with a fee based financial planning platform located in Doylestown, PA. We specialize in providing independent financial advice to families and small business owners, enabling them to obtain their long term goals and financial objectives.

The foundation of our relationship with our clients is a comprehensive, written financial plan, customized to each client's unique situation. We complete the planning process with independent, transparent solutions presented in a simple and understanding manner. Our independence allows us to offer advice and recommendations free from proprietary product or company bias. Our client's best interest always comes first.

We are looking to buy or to merge our business.

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