$275MM AUM | $1.4MM GDC in Victor, NY

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Victor, NY, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000
# of Accounts
1,500
Avg Client Age
55
Overview

Independent Comprehensive Estate and Financial Planning.

Always open to acquiring a retiring planner's business / clients if the fit is right.

Extended Profile Information

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