$120MM AUM | $1.2MM GDC in New York, NY

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
200
Avg Client Age
47
Overview

Currently running a successful holistic financial planning practice affiliated with a top quality institution. We do financial, insurance and investment planning. We aim to create an outstanding experience for our clients who share common values. Integrity, humble, approachable, successful, hard working, kind, family oriented.

We believe in people having a full life, not just more money in the bank. Outstanding service is not a value ad, It should be an expectation and we seek to deliver and consistently improve.

I have a great support staff and am looking to add planners to the team who share these values and goals for their clients.

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