Overview

Centrally located in the Weston Town Center, we are a small boutique Financial Planning & Wealth Management firm looking to share office space and add a strategic partner/sole practitioner (Advisor looking to retire within the next 18 months AND/OR a Tax Preparer/CPA, Estate Attorney that is interested in growing and possibly working in team setting alongside the in-house Certified Financial Planner (CFP). CFP/Advisor has 17 years experience, is Bi-Lingual and is eager to grow exponentially or join forces.

Amenities

Across the street from Starbucks, lots of restaurants, free parking, free wifi.


Last Activity
within 2 months
Listing Age
133 days old
Resources
Loading...