Established Retirement Planning Agency - Business for Sale
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Retirement Planning and Financial Advisory Agency in Pleasanton, CA
Pleaseanton, CA, US
Added 10 months ago
Financial Services
Financial advisory and planning agency in Pleasanton, CA providing retirement, investment, estate, insurance, and tax solutions.
Key Information
Asking
$1.3M
Revenue
$353K
Earnings
$274K
Multiple
4.9x
Key Highlights
- Business model: Financial advisory and planning services including retirement, investment, estate, insurance, and tax solutions
- Location: Pleasanton, CA, US
Contact Info
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