Overview

I am interested in either acquiring an existing book of business or a financial service practice and team. For those considering retirement, I would be open to discussions on providing a transition opportunity for an advisor looking to retire and transition quickly or over a longer time frame. Advisors looking to affiliate with another firm or merge an advisor into my practice should contact me as well. I have 2 office locations, Red Bank and Toms River, NJ. Open minded to thoughtful discussions.

Market
Advisor/RIA
Last Activity
this week

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