Overview

We have a team practice planning to grow organically through advisor growth, acquisition, and mergers for succession. Our office locations are currently Willoughby, Cleveland, Akron and Columbus Ohio. We have the ability to support additional offices in Dayton and Cincinnati. The ideal candidates are: 1. An individual advisor fully licensed looking to join a team. 2. An advisor looking to sell their practice 3. A CPA looking to merge with us. 4. A property casualty advisor/agency looking to merge or sell their book/agency.

Market
Advisor/RIA
Last Activity
6 months or more

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