$20MM AUM | $150,000 GDC in Rochester, IN

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Rochester, IN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
200
Avg Client Age
50
Overview

We are an 85 year old agency that has come into its own the last four years. We have expanded to four office locations and agents located in IN, MI, IL, NY, PA, and CA. We have the most modern Client Management System, a stable of company carriers (regional and national) that can write anything/anywhere, an account marketing department that will find a solution to any problem, and a staff culture that is bought-in to getting things done and doing business the right way. We are proud of who we are and what we can do. We would be honored if you would consider us a possible candidate to work with.

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