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
Basic
Last Activity
6 months or more
Listing Age
897 days old

Business Data

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Clearing Firm / Custodian

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