Overview

Comprehensive fee based estate/financial planning and wealth management to high net-worth. 20 year wealth management practice with considerable experience with advanced planning, business planning and special needs.
Seeking to acquire/merge like minded practice focusing on service and 'client comes first' mentality.

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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