Overview

I am a sole Practitioner. I am a CFP who has been in the business for 21 years. My business is comprised mostly of financial planning and wealth management. I am looking to buy a book between 10MM AUM all the way to 200MM. I am interested in a practice in the Metro Boston and Metro West including the south. I would consider any opportunit. Thanks for your consideration ahead of time.

Last Activity
6 months or more

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