Overview

Our company is interested in acquiring a book of business or acting in a continuity compacity for a practice on or around the south shore of MA.
We currently have 2 offices located in Duxbury and Canton MA. We are open to opportunities from advisors that want to sell or transition out over time to a well established practice. We engage in both a fee and commission approach. I have my CFP designation have 19 years of experience and in my mid 40's so I'm not going anywhere for awhile. Please feel free to reach out.

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