$305MM AUM | $2.7MM GDC in Jericho, NY

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Jericho, NY, US
Fee 0% Commission 100%
$2,700,000
Gross Revenue
600
# of Accounts
60
Avg Client Age
Overview

We are the Fee-Only Financial Planning and Investment Advisory Division of a 70 year old CPA Firm. We are looking for like minded advisers to join our firm and be part of a team environment. If you are looking to transition into retirement at some point in the future or if you would like to grow with an established firm we can help. If you are an adviser who is passionate about providing unbiased comprehensive financial advice to your clients please feel free to contact the managing partner of our firm directly.

John Marchisotta can be reached at ___ or at ___-___-____.

Extended Profile Information

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