Overview

I have an expanding practice and a growing team. Our area of expertise is financial planning and money management. We have members of our team that specialize in specific areas of planning are looking to expand the reach of our firm. We are looking to buy a medium sized book of business ($50 - 200 Million) from someone whose practice is in fits with ours. We are also looking for that practice to be on the south shore, south coast, or cape cod in Massachusetts.

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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