Overview

We specialize in retirement plan business, 401k, 403b, Defined Benefit / Cash Balance, etc. We would like to purchase the retirement plan segment of advisor's books. Preferably from advisor's who don't specialize in retirement plans but are selling their books and have a few retirement plans. We would purchase the retirement plan business and someone else would take the wealth-management portion of their book.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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CRM Systems

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