Overview

We have a team of 4 members here with Morgan Stanley. We run a holistic approach to wealth management with our clients. Retirement planning, insurance reviews, estate planning, liability management, education funding, asset allocation and a large presence in the 401k plan market space. We are continuing to grow our business and would welcome a discussion with anyone interested in selling or exploring having us be your succession plan to see if there is a mutually beneficial value proposition to consider. I can be reached any time at ___-___-____ or at ___

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