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Www.joinsfm.com. We are a firm based in Central Florida. Also have branches in Ohio. If you are looking to join a good independent practice that has a guaranteed succession plan......check out our website. 34 years in business and rank in the top 5 largest financial planning firms in Central Florida. Check is out.
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Berkshire county would work. How do you mean telaphonic/ email based? No meeting with clients?
Western MA as in Berkshire county? How do you feel about telephonic / e-mail based relationships?
Correct, for some current small clients that don’t need all of the services we provide. But also I’m actually negotiating to buy a small book of business ($70 million) and $8 million of it are similar, where the client needs investment management but not necessarily our deep and broad set of wealth management services. I would not be interested in a seller-financed situation, but otherwise feel free to drop me an e-mail to discuss at AHarris@BerkshireMM.com