Overview

Highly visible location, plenty of parking, CPA and P&C insurance agency tenants. I have been at this location since 1998. I have space for one or more financial advisors. Ideal candidates would have own book of business and operate fairly autonomously. With the goal being partnership/succession. Looking at 5 to10-year time horizon. But open to discussions.

My business is 100% fee, investment management.

Last Activity
6 months or more
Listing Age
2,345 days old
Resources
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