$4MM AUM | $20,000 GDC in Rochester, NY

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Rochester, NY, US
Fee 0% Commission 100%
Gross Revenue
$20,000.00
# of Accounts
5
Avg Client Age
50
Overview

I am a CPA that offers small plan 401k administration for my clients. I help with the asset choices for the 401k platform. These are participant accounts, so they are not considered AUM. I do life insurance for Buy/Sell needs. I help with health disability insurance for group plans of my client business owners. I care for some variable annuities that were sold many years before I relinquished my 6&63. I have a NY Life Health license.

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