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

Market
Advisor/RIA
Member Level
Basic
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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