Investment Bank
Advisor Successions
1303 Main Street
Port Jefferson, New York
United States
(631) 509-4720
https://www.advisorsuccessions.com
Advisor Successions offers concierge services to financial advisors for all their buying, selling, or transitioning needs.Target Sectors:- Financial AdvisorsServices Offered:- Selling a Financial Advisory Practice- Buying a F...
1
Executives
Testimonials
Become the next customer to share a success story about Private Equity Info's impact.
"Private Equity Info is critical to nearly every aspect of our role as an investment bank. We use it almost every day and the return on investment is clear."
Investment Banker
Bob McCormack
"PEI is superior for our sales team. It cuts to the core. It’s the sweet spot in terms of what you’re paying and what you’re getting.”
Advisory Firm
