Unbiased dealer/seller Securities Service Community has introduced over Retirement Planning Group, a Saratoga Springs, N.Y.-based follow with $180 million in shopper property. The group, led by Dave Kopyc, joins from Ameritas Funding Corp.
The addition comes as SSN, a subsidiary of Ladenburg Thalmann, has invested in and developed academic and analytical instruments to help tax-savvy advisors over the previous 12 months. Supporting a majority of these advisors is a part of the agency’s strategic progress plan.
Retirement Planning Group focuses on pre- and post-retirement planning for high-net-worth people and enterprise house owners. These capabilities embrace tax planning, tax discount methods and insurance coverage.
“We’ve had an extremely productive 12 months of constructing out all the important thing groundwork we have to thrive as a supplier of complete options to tax-savvy monetary planners who're searching for extra subtle platforms and on the lookout for companions that transcend high-volume turnkey service,” mentioned Wade Wilkinson, president and CEO of SSN, in an announcement. “Recruiting RPG demonstrates our success on that entrance.”
Post a Comment