Overview

Interested in hiring advisors, acquiring practices of advisors looking to retire, or merging with other advisory firms to increase overall size and efficiency of practice, and bring on additional human capability and ideas into our company. We have specific expertise around residential and investment real estate, which is a major component of most of our clients' balance sheet. We would like to expand in other areas where residential real estate is high cost and a significant issue for mass affluent to high net worth clients.

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within 2 months

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