Overview

An established and growing financial planning practice located in Northeast OH (Cleveland/Strongsville) and Southwest OH (Cincinnati) in search of practices that are in need of succession/continuity planning or simply looking to sell their practice. Also, willing and interested in finding advisors who would join our team (and bring your staff) and work an additional 2-5 years to give you time to transition into your next phase.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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