Overview

I offer comprehensive financial planning with mostly fee based money management. I have been a financial advisor for 20 years and have an MBA,CRPC and CFS designations. The last anonymous client satisfaction score for my staff and I was 96%. I am interested in buying a financial practice in the New York metro area.

Market
Advisor/RIA
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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