Overview

We have a lot of experience through acquisitions and succession planning. We have successfully transferred and transitioned clients from 4 previous acquisitions. We have a system in place to ensure a smooth transition for both the advisor and their clients. My team and I have a combined experience of over 50+ years advising and helping our clients and the next generations to come. Our team consist of 3 financial advisors, a CFP, and 2 client service associate.
Our core foundation is primarily built around financial planning for our clients. We help find different solutions by utilizing advisory, brokerage, annuities, and insurance products for life and long-term care. We always put our best foot forward when recommending solutions to help meet our clients needs. And by doing so, we take the time to get to know our clients and understand their lifestyle, legacies, and each one of their goals while preparing for the unexpected. Furthermore, we are very technologically savvy. With our team, we have the capacity and scale to take on more clients. We are looking for those who want to retire with an experience group of individuals to help continue your legacy.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
Listing Age
317 days old

Business Data

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