Overview

Our office consists of 6 experienced advisors. We manage a combined $220 million book of business. We have 4 support staff and the infrastructure to integrate an advisor or multiple advisors within our walls to allow for a seamless transition for an advisor looking to retire within the next 3-5 years. We understand the hard work that goes into this business. We strive to do what is best for our clients in all situations, whether we benefit or not. Our firm is a trusted name that will give you the confidence you need to know your clients are taken care of. My hopes is that working together will allow you to leave a lasting legacy and give you the peace of mind you deserve in retirement.

Market
Advisor/RIA
Last Activity
within 2 months

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