Overview

We are a team of 5 Advisors and 2 Client associates. We have successfully transitioned 6 retiring FAs and are extremely proficient in this area. Our average age is 48 years old and looking to acquire practices from retiring advisers who want their clients to receive outstanding care and attention. Our practice employs a "planning and advice first" approach to our clients rather than products or ideas of the month. Excellent U4 records with combined experience over 70 years in the business.

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