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Financial Advisor   

$120 AUM | $725,000 GDC in West Chatham, MA

Member Level
Lite
Last Activity
within 2 months

Business Mix:

10% Comm
90% Fee

General

Location
West Chatham, MA, US
12 Month Gross Revenue
$725,000
Number of Accounts
1,725
Avg Client Age
66

Overview

Garrison Financial is an Investment and financial planning firm located in Chatham. We are CFP's and utilize systems in place to create financial plans , understand risk, and implement fee based investment strategies to help clients obtain their goals. Looking to acquire another firm with similar culture. Have a partner age 36 as my successor and we are looking to grow.

 
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