Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Rochester, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$380,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
5,000
Avg Client Age
50
Overview

We are an independent broker/dealer with 45+ years of experience specializing in the 403b/retirement plan markets. We have over 20 advisers with over 300 years of experience in the industry in my office alone! Our succession plan has been in place for over 20+ years and has been highly successful.
I am looking for opportunities to grow by hiring, partnering and/or buying existing businesses. I believe we are perfectly suited for those who care about their client first and want them to be taken care of into the future.

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