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.


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

Last Activity
this month
Listing Age
31 days old