Overview

We are looking to merge/acquire businesses that create a win/win for all stakeholders. 1 very well qualified advisor that has capacity and systems to serve additional clients. We service clients not only in MA, but in ME, VT, NH, RI and the Ft. Myers, FL area. Reviews done in state where client resides.

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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