Overview

We have a family run practice in Ocean County, NJ. We have a radio show every Saturday morning. Our advisors are a father daughter team. The father started our company in 1977, making us one of the oldest financial planning services firm in our county. We have one assistant and looking to add another in hopes that we can find an advisor to join or buy a practice in order to grow. We are a very relaxed office. Both Bob and Heather are keen researchers who produce a financial plan for every client in order to help them decide their recommendations. If you are an advisor looking to retire in the near future, or an advisor looking to make a change, or you are looking to sell your practice in its' entirety, we would love to have you come in and meet with us.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
516 days old

Business Data

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