Overview

2250 Financial Services is a comprehensive planning and investment management firm. I've been in the industry for 13 years and just went independent 2 years ago. Before I transitioned, I handled a $100M book of business which also included ~$200M of insurance in force. I did advanced planning and coordinated tax and estate planning as well. I'm looking to grow by finding a firm that is looking for an ethical, comprehensive planner (I'm a CFP) to succeed them and take care of their clients as well as they have! I'm also looking to hire a 3-4 year experienced advisor to join my firm and help them grow even more.

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