Overview

I am a CFP® on a team of advisors primarily focused on discretionary fee-base planning. We have over 60 years of combined experience and take pride in doing our very best for our clients. Our team is looking to grow by acquisition in addition to our ordinary growth objectives. We are looking for advisors wanting to retire or seeking to exit the business for other reasons and preferably share the same mindset on financial planning. We are located in Ocala, but have clients all around the state as well as a number of clients outside of Florida.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...