Overview

Looking to acquire a financial practice or CPA firm ,to add to our growing Wealth Management company. The practice consists of Financial Planners and Tax professionals. We offer the following services: tax preparation and tax planning, accounting, investment management and retirement planning. We believe that we offer our clients the best of both worlds, offering investment advice with an emphasis on tax savings. We have been in business for over 30 years, and are a family run business. Most of our clients have been with us over 20 years and we are now seeing the next generation becoming clients. For more information about our firm, visit our website at ___

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
921 days old

Business Data

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Clearing Firm / Custodian

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