Overview

We are an Institutional office owned by a bank looking to expand the financial services branch of the bank. The office is in transition to fee based and moving quickly to primarily advisory accounts. We are looking to purchase a book and either add an advisor to our group, or help an advisor transition to retirement and sell us the book. Our advisors are focused making sure our clients receive top service and strive to provide financial education to the community whether someone is a client or not. We want to a book with customers that fit our culture.


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