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Advisor Successions, LLC

Advisor Successions, LLC

金融服务

Port Jefferson，New York 139 位关注者

Matching advisors looking to sell their financial advisory practice with qualified buyers in our network.

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关于我们

Advisor Successions LLC is a consulting firm specializing in acquisition and succession planning needs for financial advisors, registered representatives and registered investment advisors. Being a consulting company that specializes in helping financial service companies, Advisor Successions gives you the tools needed to obtain, bring together, look after, and transition your business. When buying, selling or transitioning a financial advisory practice, you want professional support from an adviser who understands the distinct characteristics of the industry, and that is exactly what Advisor Successions offers.

网站
https://www.advisorsuccessions.com/
所属行业
金融服务
规模
2-10 人
总部
Port Jefferson，New York
类型
私人持股
创立
2013
领域
Acquisition Planning、Succession Planning、Valuation和Recruiting

地点

  • 主要

    1303 Main St

    US，New York，Port Jefferson，11776

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