Overview

I am looking for a localized community based practice preferably in the area north of DFW airport. I am looking to be a resource within my local community and serve clients well for the next 30 years. I am age 41 and have had my financial planning practice for the past 12 years. I would be open to keeping any of the current staff of the practice I enter into a succession agreement with.

Last Activity
6 months or more

Business Data

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