Overview

We are a partnership looking to acquire a solid book of business from an advisor looking to retire and find a home for his or her practice. Whether it’s an immediate retirement or a transition over several years or more, we are looking for opportunities that will result in a positive situation for all concerned. Looking for a fee based practice or one in transition to fee, with an emphasis on wholistic financial planning and financial services.

Last Activity
within 6 months

Business Data

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