Overview

As a 30 year independent firm, we have a terrific multi-generational team and processes to acquire practices from those looking to retire or move on to other opportunities. Our LPL affiliation provides significant resources to assist in acquisitions and our team has successfully completed other M&A activities. With presence in Western, NY and Phoenix, AZ we would like to expand in these markets. Whether IAR or IRA, we have the capabilities of merging either platform into ours and a track record to ensure an ease of transition.

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