$250MM AUM | $600,000 GDC in West Springfield, MA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
West Springfield, MA, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
275
Avg Client Age
50
Overview

We currently have 75 retirement plans and 8 Defined benefit plans as well as 100+ households as wealth management and insurance clients. We are looking to build both sides of the business through acquisition opportunities

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