Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
398 days old
General
Location
Grove City, OH, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$135,000.00
# of Accounts
24
Avg Client Age
66
Overview

Seeking to merge or acquire. We are a financial planning firm that focuses on meeting our clients long term and short term goals as well as develop a strong lifelong relationship in the process.

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