$500,000 GDC in Edmond, OK

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Edmond, OK, US
Fee 0% Commission 100%
Gross Revenue
$500,000
# of Accounts
61
Avg Client Age
55
Overview

We are an established firm with 2 Advisors, beautiful offices, serious about our business, however, have a lot of fun celebrating every victory internally and with our clients.
We operate under a No Drama zone.

Seriously interested in buying a practice or merging an Advisor with like minded ethical Best Practice management into our Independent IRA firm. With the intention of being the Succession/Continuity Advisory for the retiring Advisor.

For a serious discussion of a potential mutually beneficial relationship; contact Victoria Woods or Damon King 348-0909 Holistic, Purposed based Independent Advisory Firm.

Market to High Net Worth Investors, Pre-Retirees, Retirees, Business owners, Widowed Divorced and single Women.

Marketing is primarily through Radio show, Financial Enrichment classes.
Have an in office Radio Studio, Events Center on property.
Office space available in a Highly appointed office space.
Pictures available at www.FinancialDistrictOKcom
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