Overview

Nexus is a high touch, proactive and comprehensive planning firm with 4 financial advisors and 3 support staff that serves closely held businesses, their owners and key people, as well as high net worth individuals, for all their financial decisions. We are seeking a smaller practice to purchase where we can cross sell areas that may not have been previously addressed for the clients and enhance their customer experience. We hope to find someone who is ready to retire in the next few years or interested in merging in with us. In a merger we would look for someone who adds value and talent to our practice.

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within 3 months

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