Overview

Independent firm run by two principals providing mid to affluent market with broad range of investment, insurance, and advisory services. Seeking merger or acquisition opportunities to enhance long term firm continuity and the development of additional partners.

Last Activity
6 months or more

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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