Overview

We are a comprehensive financial planning firm and OSJ office with representatives in several states. We would like to utilize mergers and acquisitions as an additional source of growth for our team. Ideally, we would like to find advisors who would like to work with us for a few years before they retire or younger advisors who would like to join our firm so they can utilize our experience and resources to help them grow.

Market
Advisor/RIA
Last Activity
2 weeks

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