Overview

Over 40 years of financial services.
CFP, CLU, ChFC.
Employee benefits (group insurance, 401k, SIMPLE IRAs).
Individual insurance clients (financial planning, insurance, investment).
Have long term loyal client base.
Have existing succession/transition plans with two younger insurance/investment licensed advisors (one APMA certification and working on CFP).
Currently generating $500k annual revenues in combined insurance and investment services (approx.50/50).
Would consider acquiring book of business of investment and/or insurance of comparable clientele.
Prepared to pay cash if numbers make sense.

Market
RIA
Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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