Overview

We are a partnership of 3 Advisors (Multi-Generational with a combined 60 years experience), 1 Full-Time Service Assistant, and 1 Part-Time Service Assistant. We are looking to expand our business and have the infrastructure and servicing model in place to handle taking on more clients. We use a life coach approach to help our clients ride a smooth road to retirement while maintaining the highest ethical standards. We offer a higher purchase price when the selling advisor assists in the transition of the book for 3-6 months. We look forward to assisting you take the best care of your clients by transitioning to a team prepared to uphold your legacy of excellent service.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
Oct. 28, 2015

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