Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
233 days old
General
Location
Syracuse, NY, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
60
Overview

We are buying small practices in Buffalo, Rochester, & Syracuse. Our practice centers around client service as we provide fee-based planning with life, disability, & long-term care insurance. We started in Buffalo and have expanded to Rochester and Syracuse.

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