Overview

Financial advisory practice started in 1984. Over the past 30 years we have successfully purchased 7 separate practices. We have the resources and infrastructure that allow us to offer seamless transitions and white glove service to existing clients.

We are seeking financial advisors who are looking for an exit strategy or trying to slowly step back from their day to day businesses.

We have 6 associates located in Wyckoff NJ and 3 total offices which include Wyckoff, Westfield and Edison.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...