Overview

Primarily fee-based retirement accounts, i.e., 401K to IRA rollovers, trust accounts, & annuities for boomer clients. Looking for opportunity to acquire similar book of business. Long-term strategies to optimize income putilized to manage risk and protect assets

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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CRM Systems

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