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