We are a boutique, investment and insurance practice with ~100+ Advisors across 9 offices. ~$5MM in Life Premium and ~$2.7MM in GDC for 2019. A great 2019 for the firm and our team. We continue to strategically grow and my NYC office has room for the right producer group or manager and team to join us. Details as follows:

Class A space
Prime NYC location
We have the entire floor (you do not feel like one of these office rental spaces with a "suite #". We offer total client experience)
Recently built (less than 3 years) so everything is clean and new. Mix of modern and traditional with a
beautiful Board Room that can seat up to 30 comfortably (with built in video conferencing, etc)

I'm looking for a team (or large producer who wants to expand) up to 7 people that need to leverage all of this and join our firm. We see tremendous opportunity for growth and want to leverage our NYC office.

For the right team:

- NO RENT (we're not landlords)
- Administrative & Operational Support from our team
- Member of our Leadership team

If you're unhappy with your parent firm, want to grow your DBA, want a better/upgraded space for a premier client experience at NO COST, or are not getting the support from the firm you need, give me the opportunity to earn your partnership.


Last Activity
6 months or more