Overview

I am a fee based fiduciary in the Columbus, Ohio area wanting to expand my practice. I am not interested in merging with other advisors, however, i am interested in purchasing a practice. I have 25 years experience as a trusted advisor with extensive experience in retirement planning.

If you have an interest in selling your practice please send me a message.


Last Activity
within 6 months
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...