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
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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