Overview

We are a investment advisory firm that does NOT provide tax services so the numbers provided are for our financial planning firm, however we have office space available for a tax practice. We have 8 financial advisors whose clients need tax advice. We have an estate planning attorney that is leasing another office. We are not looking for a captive practice but someone that recognizes the obvious synergies between a tax, law and financial advisory practice.

Considering moving your firm, opening a branch, or thinking of hanging your own shingle, give us a call!

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within 6 months

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