$60MM AUM | $360,000 Rev in
Valley Stream, NY
A full fiduciary RIA firm that integrates business and personal financial planning with a unique niche in business valuations. Business planning includes: Valuations, Valuation Enhancement and Exit Planning. Personal services include: Retirement income planning, tax planning and portfolio management. Owners are in their mid- 50's and looking to grow and expand. We are open to RIA firms looking to sell or integrate vertically. TEAM = Together Everyone Achieves More! Lets talk.