Overview

I am interested in acquiring small financial planning firms in the New York City/ Long Island area that have as their primary business managed money accounts. It would most preferable if the average age of their clients is 55-60.


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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