Overview

The CrestPointe Group consists of partners John Fitzgerald Acosta and Brian Matthew Fernandez. We are looking to acquire an established practice(s) which can be smoothly integrated into our fee-based practice model which focuses on financial planning including retirement servces and insurance solutions, as well as investment management. Purchase/'Sunset'/Transition packages can be structured.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...