Financial Advisor Business

An established financial planning company servicing Southern Utah and North and Central Nevada. Founded in 1989, is primed for acquisition by those seeking entry into the retirement solutions sector. Renowned for its personalized services and unwavering client dedication, the business has earned a stellar reputation over the years. With the current owner looking to retire, this presents a unique opportunity for prospective buyers to step into a thriving enterprise with significant growth potential. Its focus on returning customers has left ample room for expansion into new markets. The new owner is expected to maintain profitability with just 25-30 hours of work per week. Office ID: ABB24015