$45MM AUM | $330,000 GDC in Seneca Falls, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Seneca Falls, NY, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$330,000.00
# of Accounts
250
Avg Client Age
65
Overview

We currently provide advisor services, financial planning, retirement planning, estate planning and wealth management planning.
We are actively looking to expand our operations through acquisitions or strategic partnerships in the Rochester market. So, whether you're ready to retire or want to keep working, we'd be excited to meet you!
Generations Investment Services is owned by Generations Bank and would be able to finance any acquisition.

For those who would like to be part of a strategic partnership, we provide marketing, accounting, technology and administrative support as well as provide second to none benefits package! You get to focus on what you do best: advising your clients.

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