My business is a modern financial planning firm that is located in Mahopac NY with-in an Accounting Firm that has been a local presence for over 40 years. I have been in the business for nearly 30 years and am looking to expand my business. I am a registered principal as well a Fiduciary and pride myself on treating all of my clients like family. The golden rule is what we follow in my business, it always has been and always will be. I think we would be a great fit for an advisor that wants to make sure that his/her clients will continue to receive the best service at a reasonable rate. We work with all shapes and sizes so to speak, we have young clients that are trying to establish themselves and start saving for their future as well as established people and business owners.