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In addition, WSFN is providing the owners each of these businesses with the opportunity to implement both a short-term continuity/disaster plan and a separate, long-term succession plan to protect the value of their practices.
WSFN is an independent broker-dealer with more than 550 successful financial advisors and 305 practices nationwide, John G.
WSFN has contracted with FP Transitions, an industry leader in financial service practice valuations and succession planning tools to provide and deliver this unique package of succession planning services.