Overview

If you are contemplating retiring, or leaving the profession, please consider the quality of advisor you leave your clients with. I have a selective practice that focuses on long term relationships.

Also, if you have an assistant, we can work out a deal that includes me hiring that person.

If you are looking to merge your businesses, or moving to another company, I am very flexible. I am able to relocate anywhere in the grater Cleveland area. I don't have an assistant, so you may be able to bring yours along.

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