Overview

Large multi advisor financial planning firm on Long Island . Also provide coaching and back office services for advisors outside the practice. Large diversified staff, Ops , Planning , Marketing , Client service . Looking to expand the office through Long Island . Offices in Garden City, Watermill and Staten Island

Last Activity
within 6 months

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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Resources
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