Overview

We are a father/son team. This is our combined production and AUM. We are looking to add a new partner or an advisor with their own book. Or to merge iwith another office within 5 years. We have also done 2 successful partial book purchases and are well versed in the process of seamlessly migrating clients. Check us out at ___ or call Dan at ___-___-____.


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within 6 months

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