Overview

12 AUM, looking to buy practices located in OH. I'm based in Clev suburb put have several large clients in Columbus. Have CFP. Lead with financial planning. High client satisfaction scores.

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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