Overview

Advisor Listing - $450MM AUM Opportunity in Fort Wayne, IN
We are a financial planning based wealth management firm seeking to provide an exit strategy for firms with a similar approach and business culture. For over 30 years we’ve worked to offer our clients the best technology tools, trained and caring team members and knowledgeable, trusted advisors. We welcome the opportunity to start a conversation with you.

Last Activity
within 6 months

Business Data

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