Overview

I have been in the financial services industry for over 40 years, and have built a repertoire of clients ranging from large business owners, to individual investors. I specialize in retirement strategies, business planning, and life insurance. My intent is to grow my business by acquiring other successful firms with a clientele that fits my wheelhouse.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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