Overview

I am a CFP(r) looking to connect with advisors seeking to transition their business or create a succession plan. Our office has experience with purchasing multiple practices in the past and I would love to have a chat to see if we are a fit. We do full financial planning for our clients and adhere to the fiduciary standard. My business is mostly comprised of managed money utilizing mutual funds and ETFs. I do have a handful of annuities and direct business mutual funds. I hope to hear from you.

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within 2 months

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