Broker Check

Opportunities

Are you an experienced advisor looking for a change?

Are you concerned a change means “going it alone?”

If you are an experienced advisor interested in learning more about a possible affiliation or merger of your practice, we would be happy to meet with you to discuss the opportunities that Kramer Financial has to offer.

It makes good business sense to align yourself and your practice with like-minded, client oriented associates who maintain the same personal and business values as you. It’s not only safer, but it’s more fun and significantly more productive!

We are sincerely interested in working with you. Your interest may be in simply increasing the value of your practice, conversion to fees, retirement or business succession.

You may have an interest in an affiliation, a merger or even the sale of your practice. In any scenario we have the resources, experience and expertise to help. Contact James Kramer at 320-253-8256 or [email protected] to learn more.