Overview

LOOKING TO PURCHASE A PRACTICE: IF YOUR LOOKING TO GET A VALUATION ON YOUR BOOK WHILE MARKET VOLATILITY IS HIGH, SEND ME A RESPONSE: Financial Planning Practice with a focus on clients 55 and up. High emphasis on Investment and Estate planning. We have a team of three, that helps manage clients and practice. Looking to acquire books of business. Business acquisition financing already in place to help with that process.

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