Overview

We are very quickly and actively looking to purchase a practice. It is a 2019 goal to finalize 1 or 2. We want to make sure we don't lose sight of the clients in the practice. We believe they are the ones that would benefit from us being chosen to consider. Our firm will continue for another 35 years. We offer multiple services outside the financial planning industry. We can help clients lives become easier.

We want to make sure the practice is made up of good people that want our help.

Last Activity
6 months or more

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