We are an Albany, NY based financial planning and advisory practice looking to grow organically as well as via acquisition and/or merger. Our clients spread covers from Western N.Y.S. out to the Long Island area. Our technology-based practice has growth capacity for both case preparation, business processing and targeted marketing program.
Ideal candidates could be planning near term (1-3 years) retirement, looking to align with an experienced team or need more resources and capacity to grow the practice.. We are flexible with the financial terms of a deal as well as the continuing role (s) of the current advisor (s).