Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Garfield, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$690,724.00
Gross Revenue
$12,000.00
# of Accounts
28
Avg Client Age
42
Overview

Financial planning firm offering Retirement Plans, Mutual Funds, Annuities, Life, Disability, LTC, and Business Succession Planning Strategies.
Looking to possibly buy a financial planning company that is heavy in annuities and/or mutual funds.
Also looking to partner with investment firms that would like to begin offering advanced planning strategies that utilize Life / DI / LTC.

Business Mix Info

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