Overview

An established and growing financial planning practice located in Northeast OH (Cleveland) and Southwest OH (Cincinnati) in search of practices that are in need of succession/continuity planning, smaller offices looking to join a team to focus on growth, or simply looking to sell their practice. Also, willing and interested in finding advisors who would join our team (and bring your staff) and work an additional 2-5 years to give you time to transition into your next phase.


Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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