Are you interested in selling? …because if you are interested, then we should talk. My Independent Fee Based ERISA Fiduciary Advisory practice is a 39 year old family run business. I’m interested in discussing with an earnest seller who is a fee based advisor and/or looking to convert to being a fee based advisor. Our fiduciary process improves financial outcomes for individuals and employer sponsored 401(k) plans while maintaining a 99% client retention.
Message me at Succession Link if you are serious about looking for a real professional to serve your clients best interest as well as your buy out!
Looking for Office Space in Beachwood, OH
Additional office space would be needed to accommodate a merger of firms.