Established Wealth Management & Financial Advisory Firm - Chester, MA

Chester, Massachusetts

About This Business

This established financial services firm has built a strong reputation in Chester and surrounding communities since 1994, offering comprehensive wealth management, investment advisory, and financial planning services. With over three decades of market presence, the firm has developed a loyal client base and maintains consistent annual revenue of $3.5M with healthy cash flow of $489K annually. The business operates with a lean, efficient team of 9 professionals, including experienced advisors and support staff, demonstrating strong operational scalability. The firm's established client relationships, proven business model, and market position provide an excellent foundation for the incoming owner. Located in Chester, MA, the business benefits from proximity to affluent communities and established professional networks. This turnkey opportunity presents an ideal acquisition for a financial services professional or firm seeking to expand their regional presence with immediate revenue generation.

Financial Details

Business Details