Overview

We are a wealth management/ financial planning firm looking to grow through acquisition and/ or merger. We specialize in financial planning, investment management and institutional retirement plan management. From a business standpoint, we have multiple generations of advisors and a defined succession plan in place and we feel we add value through practice management and technology enhancement.

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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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