Overview

We are an established, but still growing Financial advisory and insurance firm. We are looking to either purchase a book of business and/or merge with another partner. We are looking for partners that are currently in the independent B/D space of someone looking to divest themselves from the insurance based B/D. We have existing target markets that we may plug partners into as well.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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