Overview

We are a growing independent financial planning and asset management firm that has made 7 successful merges with smaller firms that need infrastructure and a succession plan for there clients. We hope to connect with people who may be looking to successfully merge there practice

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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