Overview

Two CFP's with over 40 years of combined experience in the business. Focus on holistic financial planning. Risk management/protection is also an important part of the holistic plan. Rapidly growing firm looking for the right acquisition to grow revenue and client base.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

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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