Overview

I have a planning focused practice marketing to the mass affluent with primarily fee accounts. I would like to increase the practice with a an acquisition of a similar practice. I will commit to making sure your clients will continue to have the excellent level of very personal services which you have provided. This is not a plan to create a large and impersonal OSJ. I will care for your clients as you care for them. The fiduciary concept is crucial to me.

Last Activity
6 months or more

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