Overview

Looking to buy or merge a fee based practice. Currently have two offices in Southfield, MI and Chicago IL. Looking to expand operations in both locations. Series 7, 65, 63 55 etc. CPA and CFP. We offer full suite of financial planning as well as tax planning and preparation.

Market
IBD
Member Level
Chalice
Last Activity
this week
Listing Age
733 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Loading...