Overview

I would like to acquire an existing practice and integrate it into our high service, high touch business. We offer a good deal of capabilities which include: Emoney, Albridge Reporting, and other tools. We are honored to service our clients over these many years and feel we can bring those very same capabilities to a new practice which we acquire. We would treat the existing advisor with respect and ask that they stay on for a period to time to maximize the transition of clients and to ease their transition as well.

Last Activity
6 months or more

Business Data

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