Overview

We are based in Buffalo, NY. It would be great to discuss a multi-year succession plan strategy or other unique structures that we would like to work on together with you. Our senior partner has 40 years RIA experience and our junior partner is his son, who has over 10 years’ experience. We have successfully organized our client succession plan for the foreseeable future and also identified opportunities for growth. We have a private family office connection and a quality network of experienced advisors identified.

Highlights:
- Opportunity to earn a higher valuation than anyone else is willing to offer.
- Opportunity to earn money for the rest of your life on the book of business you have built.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...