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

Market
Advisor/RIA
Member Level
Lite
Last Activity
within 3 months
General
Compatibility
Location
West Chatham, MA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$725,000.00
# 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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