Overview

We are a 3 person advisory firm who range in age from early 60's to mid 30's with 7 total team members . We are a growing practice in Albany NY looking to merge or purchase a firm looking for an exit strategy. We are a Fee Based Financial Planning firm with the vast majority of our business coming from the fees we charge for financial plans, managed money, annuities, and life insurance. We do also manage some 401(k) and 403(b) plans as well. Please let us know if you are interested in hearing what we have to offer as a potential buyer of your practice or if you are looking to merge into a team environment!

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...