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Advisor Successions
- Financial Services
- Port Jefferson, NY
About this business
Advisor Successions, Inc. 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 dis... read more
Location details
414 Main St Suite 204, #203, Port Jefferson, NY, 11777, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I hired Advisor Successions 2 years ago to assist me in finding a retiring advisor's book of business to purchase. I was referred to them by a colleague who had success in buying 4 books in a 2 year period, so I had expectations that I'd have at least one acquisition by now. I was told to be patient and feel I certainly have been, but after nearly two years of retaining them, I'm very disappointed. They've put me on the phone with only 3 potential sellers, and none of them went past one conversation. Several of our monthly r... read more
Not a positive experience
Frequently asked questions about Advisor Successions
How is Advisor Successions rated?
Advisor Successions has a 1 star rating with 3 reviews.
When is Advisor Successions open?
Advisor Successions is open now. It will close at 6:00 p.m.
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