Listing in N/A, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
N/A, WI, US
Listing Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
Overview

I lead the national sales efforts of CBSI. I am interested in understanding what your services are relative to advisor practice sales and valuation. As we continue to expand our footprint in the credit union market our ability to identify practices for sale in the market we are working in may be very helpful for both of our firms.

thank you!

cathryn

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