Advisor Successions
414 Main Street, Port Jefferson, New York, United States
About the Advisor Successions
Advisor Successions is a leading finance institution located at 414 Main Street in Port Jefferson, New York. Our team of experts specializes in helping financial advisors successfully transition their businesses to new owners, ensuring a smooth and seamless succession process. With years of experience and a proven track record of success, Advisor Successions is dedicated to helping advisors achieve their goals and secure the future of their practices. Contact us today to learn more about how we can help you plan for a successful transition.
414 Main St Suite 204, Port Jefferson, NY 11777, United States
Reviews of Advisor Successions
"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 review calls have been rescheduled last minute, and even a few no shows. Very unprofessional. They did stop billing me the monthly retainer after 12 months, which was appreciated. I have been reaching out for updates, but they are unresponsive. Tread carefully if you’re a buyer considering to hire them."
"Not a positive experience"
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