Overview

a 16 person team. Half of the practice is focusedd on planning based wealth management. The other half does fiduciary consulting to all size retirement plans. looking for FA/Practices that would like to bolt on or sell outright.

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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