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Financial Advisor   

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

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Jericho, NY, US
12 Month Gross Revenue
$2,700,000
Number of Accounts
600
Avg Client Age
60

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 ___-___-____.

 
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