Overview

We are an Investment advisory and financial planning firm looking to expand through acquisitions that are aligned with our core values. We have developed a holistic advisory firm with a team approach to help our clients. Currently there are 5 advisers and 2 executive assistants who are heavily involved in the Gastonia community committed to giving back and paying it forward. Opportunities we are interested in exploring are within a 30 minute radius of our office in Gastonia, NC.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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