Overview

My goal is to grow and maintain a well respected firm in Rochester, NY. I am seeking opportunities to expand my reach of clientele directly in or of the surrounding regions of WNY. Please contact if you are closing a practice, retiring or just looking for assistance managing B or C clients, for a reliable, long term solution for your clients or firm.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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