Overview

We have been active in looking to buy practices over the last 13 months. We have 3 advisors and 6 staff and looking to grow. We have the capacity just need to find the right seller. We are in the independent franchise channel with Ameriprise so we don't get pressured into selling any products or services. We are a boutique firm focused on financial planning (3 CFPs in the practice) and wealth management. Regards, Josh


Last Activity
6 months or more

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