Overview

Well established family owned business for 26 years, and have a full team including CFP(R), CPA, Estate Attorney, money management team, etc. We are looking to expand through acquisition of similar business. Presently in NY (clients in 20+states) and have now opened new office in Mesa AZ, where I have been a PT resident since 2012 along with NY residency. Looking forward to meeting and speaking with other business owners to look at possibilities.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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