Solid practice in business for 13 years. Partners experience, 31 and 23 years. Process driven, well organized. Staff and advisors have annual employment contracts. All processes are well documented in our procedure manual. Insurance funded succession plan in place. Staff well trained and empowered to fill their roles. Advisors do not do paperwork. Most applications are processed through e-signature and managed by staff. Seeking practices in the intermountain area who are up to 3 years from retiring and want to transition their clients to a solid firm who will carry on the trusted relationship with their clients.

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572 days old

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Clearing Firm / Custodian

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