Overview

I own a full service employee benefits agency with a focus on Group Benefits including group health, and retirement plans. Our retirement arm represents 10% of our annual revenues and desire to grow that side of the business through acquisition.

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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Resources
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