Overview

Our fee-based and wealth management financial planning team offer clients many extras. Insurance and annuities are also offered when it is important to the client's plan. Strategic tax planning is an important part of our value proposition as our clients have concentrated stock, trusts, and real estate in addition to securities positions to consider.

We are interested in finding experienced Advisors with AUM to join our team. Tax knowledge is a plus but not required. We have been steadily growing GDC adding $60,000 to the top line over each of the past six years. The candidate will be mentored in financial planning, insurance, investment tax strategies, real and trust estate planning. We work in person and digitally with our clients, clean FINRA, and have an excellent reputation

Last Activity
6 months or more

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