Owner Financing is Available!
Business Overview:
Services include money management, investment consultations, retirement planning, estate planning, pension plans set up, charitable gifting strategies, long-term care planning, elder care planning, college savings plans, employee benefit evaluation. $10 million under management. Owner will provide for smooth transition and will be available on an extended basis at the pleasure of the buyer.
For more information regarding this listing please contact us by completing the "Contact the Seller" form to the left. We look forward to hearing from you.
Reason for Selling:
Retirement
Additional Details:
- The property is leased.
- The owner is willing to train/assist the new owner.
- This is not a homebased business opportunity.
- This is not a franchise resale opportunity.
- This is not a distressed business or bankruptcy situation.
Resources: