New Acquisition Opportunity in Upstate New York!

New Acquisition Opportunity in Upstate New York!

Succession Resource Group is working with an Independent Securities Based advisor in Upstate New York that is looking for a buyer to acquire the business. The company has very little overhead and a young, manageable, and long tenured client base of 166 households.

The owner is looking for a successor that is a local and is willing to move to the independent broker-dealer the seller is affiliated with.

Next Steps:

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