Overview

I am a CFP and have been through two successful successions since 2008. My practice focuses on planning and meeting client needs. I would appreciate the opportunity to meet with a seller whose business is client-centric to better ensure a smooth transition.
Sincerely,
Scott

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...