Overview

I own a financial planning company. We charge consulting fees to do financial plans and we also look to implement the investment and insurance recommendations with our clients. We are looking to acquire an investment practice to grow more of our fee based business as well as do more insurance planning with those clients.

Market
Advisor/RIA
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...