EPISODE · Sep 7, 2017 · 1 MIN
$40MM AUM | $200,000 GDC in Albany, NY
from Succession Link · host Succession Link
PRACTICE FOR SALE: $40MM AUM | $200,000 GDC in Albany, NY View this Listing: https://successionlink.com/advisors/19040/ Overview: 70% managed money 30% insurance products which includes annuities & life insurance. Looking to sell and accepting offers immediately. CFP or CHFC preferred. 20% downpayment with the remainder to be paid in no more than 36 months. Firms outside of New York not considered.
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$40MM AUM | $200,000 GDC in Albany, NY
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