Overview

We are a firm located in the inland Empire and carry two offices. Riverside and Hemet are the locations. Looking to expand and partner or buy books of business. Not interested in joining another firm or selling the practice. Younger advisor so looking to stay in the business for a while. Would like to opportunity to speak with advisors looking to leave or retire. Feel free to reach with any questions ___-___-____ or ___

Market
Advisor/RIA
Last Activity
today

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