Overview

My partner and I combined two businesses in 2009 and have spent a great deal of time, effort and resources to create the processes necessary to deliver comprehensive financial planning to our clients as well as grow the number of clients we serve based on our detailed processes. We are looking to acquire businesses that may fit our client profile and model so that we can deliver our services to others that can find real value and benefit from what we do.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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