Overview

Mature financial services practice with long term client relationships. We provide full service financial planning including investments, insurance, retirement and college planning. We also have a CPA on staff who prepares taxes for the majority of our clients. We have 4 full time support members who provide excellent client services. Looking to acquire practices of similar nature of any size. Additionally, very open to longer term transitions. Have space if office for additional advisors. Location can be anywhere from southwest to central Ohio.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
978 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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