$14MM AUM | $47,000 GDC in Sterling Heights, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
411 days old
General
Compatibility
Location
Sterling Heights, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$47,000.00
# of Accounts
281
Avg Client Age
58
Overview

Looking to acquire small to mid-size books in the Metro Detroit area. I have access to over 5 locations spread throughout the Metro area to see clients at their convenience. I stake my claim in financial planning, working with clients to create a plan to enhance their financial situation while utilizing all aspects of the financial markets. I treat each client as if they are my family because my family are my clients.

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