Overview

We are a fully licensed professional partnership with combined 40+ years of experience in the financial sector and a sharp focus on helping clients meet their goals while feeling comfortable. We are interested in acquiring a practice in the 10-25mm AUM range that consists of mostly brokerage assets. If you are a retiring financial advisor looking to sell your practice or know of an opportunity that matches our criteria, it would be our pleasure to connect with you.

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within 4 months

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