Overview

I am a partner in a 3 partner financial services firm. All the partners are EA's or CPA's with accounting/tax practices (separately owned). I am looking to grow my financial services practice with the intent to focus on financial services in the long term.

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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Resources
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