Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
116 days old
General
Location
Plymouth, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$1,760,000.00
# of Accounts
1,350
Avg Client Age
57
Overview

Having been in business since 1984, we have built relationships through honest and prudent advice while helping our clients live the successful retirement they want. With a focus on providing the safety and growth they need, we have been successful at making their dreams come true. I am looking to expand the firm and purchase a firm in the area that is like minded and has the type of clients that could continue to benefit from a continuity through the transition. For those adivsors/owners out there that are looking to be able to step away from a practice that has been successful, but know that their clients are going to be taken care of-this is an opportunity to connect with someone that truly enjoys and succeeds at what they do.

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