Overview

Find opportunities to buy or join a succession plan.
I am a CPA, with a growing tax practice
I am a CFP, ChFC, CLU
I have done well with retirees, near retirees, business owners.
I am building a 401k plan client base


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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