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CONNECTING FINANCIAL ADVISORS THROUGH THE BUYING AND SELLING PROCESS

Financial Advisory Consulting Company Long Island
Financial Advisory Consulting Company Long Island
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.

Why choose Advisor Successions?

Advisor Successions understands that a financial planner’s greatest asset is their business, and when looking to transition they need more than just a typical posting. Advisor Successions offers top of the line concierge services to financial advisors for all their buying, selling or transitioning needs. Advisor Succession’s individual approach allows clients to connect with their best possible match. Our professionals are recognized experts in the financial advisory field, as a result they know how to guide and help their clients on a personal level. Advisor Succession’s experts have constant contact with their clients from beginning to end and thereafter, so you can be reassured that we will meet your needs and wishes, throughout your transition process.

 Advisor Successions, LLC • 5507 Nesconset Highway, Suite 10, Mt Sinai, NY 11766 • ph. (631) 509-4720

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