$60MM AUM | $550,000 GDC in Raleigh, NC

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
$550,000
# of Accounts
250
Avg Client Age
62
Overview

We are a Registered Investment Advisory Firm of North Carolina focusing in retirement planning. We specialize in tax strategy, Social Security, investments, insurance, and estate issues.

Extended Profile Information

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