$300,000 AGR | $200,000 Premiums in Walnut Creek, CA

Market
Insurance
Member Level
Basic
Last Activity
within 2 months
General
Location
Walnut Creek, CA, US
Listing Type
Buyer | Merge | Join A Practice
Annual Premium 0% Annual Renewal 100%
Policies in Force
500
Annual Premiums
$200,000.00
Gross Revenue
$300,000.00
Avg Client Age
55
Overview

We are a small team of experienced, licensed financial planners looking to buy an existing book - ideally mid-market business clients - professional service firms, to add to our practice.

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