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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
July 12, 2016

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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