Overview

I have a $200 million practice have been in business for 34 yrs all with LFA. Have a very qualified successor under age 30 & am looking to build assets together & be able to provide comprehensive planning to the A clients of a practice we aquire to add significant value to those clients who have mainly been investment clients as we are also very big users of Emoney & have it down very well & clients find invaluable the retirement & survivor needs & estate planning we do.

Last Activity
6 months or more

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