Overview

I own a small tax practice and a business services company (I provide accounting, payroll and tax preparation services to small businesses.) I am also licensed to sell financial services. I want to build up the financial advising side of my business and am looking to purchase an existing book of business.

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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