Overview

Our firm does planning, consulting and insurance work with high net worth individuals and business owners. We are in the market to purchase agencies and firms that fit our criteria.

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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