Overview

We are a growing practice in Upstate NY looking to add advisors, or purchase a practice from an advisor looking for an exit strategy from the business. We currently have 4 advisors in our firm who range in age from early 60's to late 30's. We are a Fee-Based Financial Planning firm. The vast majority of our business comes from the fees we charge for financial plans, managed money, annuities, and life insurance. We have some money in mutual funds for our clients in the 403(b) space as well. Please let us know if you are interested in hearing what we have to offer as a potential buyer of your practice or if you are looking to merge into a team environment!

Last Activity
6 months or more

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