Overview

As a Certified Financial Planner™ professional, our objective is to acquire two practices: 1.) An advisor who would like to retire within the next 5 years and establish a succession plan now by merging practices or just sell today. 2.) An advisor who recognizes the benefit of being independent and wants to obtain a higher payout, but yet be provided office space and support. We have over 2,700 sq. foot with multiple offices, conference room, two staff people, and an accountant on staff, etc.

Market
Office Space
Last Activity
within 4 months

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