Overview

I have been in this business for 27 years. It is a totally planning based operation. We built it with a 100 % referral approach. I have two fantastic assistants and Myself,the only planner. It is 87 % advisory, and this percentage is increasing as we are converting the annuities as they come due, to managed accounts. I am looking to sell, not at all interested in merging and prolonged situation. I am willing and glad to help transfer all the accounts for a 12 month period, not longer. I will only sell, if I get the right buyer with the right conditions. We have very long term clients and we loose clients only when they die. Please message me if you believe you're a suitable match.
Thank you for your interest.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
430 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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