Overview

We are Client Focused Advisors. Our team is comprised of 10 ROCKSTAR's (6 Advisors with 4 support staff), each with their own area of expertise. Our firm is considered to be a prime candidate for buying or merging with another practice as the average age of the team is in our 30's. Together, we are able to tackle the most challenging obstacles that we face in this ever changing business landscape. Our creativity and adaptability with regards to technology is unparalleled when compared to our peers. A testament to this attribute is exhibited as we have been acknowledged as a Practice of the Year Finalist the past three consecutive years, 2015, 2016 and 2017(Out of Approximate 2000 practices). Our firm is actively seeking to grow our practice and explore opportunities. We currently have an office in New York City, Long Island and our recent addition in Boca Raton, Florida. Our team would love to learn more about your firm and discuss possible synergies in the near future.

----->>>>>Main Niche - SMALL BUSINESS OWNERS<<<<<<-------

Check out our Nationally Syndicated Podcast The Shrimp Tank in Collaboration with Florida Atlantic University:

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Publications:

• Client Focused Advisors Lives Up to Its Name : http://___
• 10 Tips for Financial Advisors for Client Loyalty : http://___
• A Simple Way to Earn Client Loyalty : http://___
• A Better Strategy for Claiming Social Security : http://___

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
805 days old

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