Overview

I sold a practice and relocated one year ago. I am looking for a local and well-established practice with a focus on clients 55 and up. My team is in place and extremely mobile to help provide excellent customer experience and manage day to day activity. Ethics and Customer Relation is everything to me. Currently working on my CFP Designation. I am all for a smooth and progressive transition. In other words, we can convey of a fast exit or slow with a key part time and involvement. Currently our main office is in Arlington but we can easily open another office for convenience. Business acquisition financing already in place.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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