Overview

we are a young and growing firm looking to expand. our current client basis is mostly made up of 55-65 year olds. we also work with young professionals. we are looking to purchase an existing financial planning company. would not be opposed if seller would like to remain a part of company and work with a hand full of clients. we are mostly fee based but have a very good understanding of annuities with guarantees.

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

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