$200MM AUM | $1.1MM GDC in Daytona Beach, FL
Member is Interested In:
We are a team of two independent advisers headquartered in Daytona Beach, FL. We have access to proprietary priced insurance products as we are a member firm of M Financial (___). We have a skilled staff providing superior customer service to our clients that span all over the country. We are looking to grow over the next 3 -5 years through acquisition of like minded, complimentary practices. We are interested in building relationships with advisers looking to exit the industry and transition their clients to a team that will provide continuity of service as well as innovative ideas for the future.