Overview

Currently our firm , Westminster Financial is a 50 year old fee based RIA, broker -dealer and and insurance based organization headquartered in the mid west in Dayton Ohio. We are looking for opportunities to partner with RIA or commission based financial professionals who may be searching for a succession plan or a straight out purchase of their practice. We currently would be looking to expand within the northeast footprint from Ohio/Michigan south to Washington DC and then north to Boston in everywhere in between. .

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