Overview

3 of us 65 + been together 30 years. 1 age 40 here 10 years. Looking to merge to create succession for senior members and a bright future for youth. Office same 29 years near Hampden & Yosemite. Lease permits us to stay or leave. Have some legacy brokerage clients, not sure if retain them or find them another broker. I find talking more productive than writing, give me a call if interested ( tell answerer you're responding to Succession Link ).

Market
RIA
Last Activity
within 4 months

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