$319MM AUM | $1.8MM GDC in Allentown, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Allentown, PA, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
1,712
Avg Client Age
62
Overview

As a small independent firm (with the backing of a Major Financial Institution) and a history going back to the 40's we have the tools and the knowledge to help you transition your business into retirement. Monetize the equity you have built in your business and provide a home for your clients and their families beyond your retirement. You can learn more about our company at ___ and feel free to contact me directly. We would be glad to tell you more about partnering with our success.

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