Overview

Financial Planning oriented practice focused on family dynamics using a goals based approach. I may be interested in acquiring small single advisor practices of those owners looking to retire or leave the business over a 2-3 year period of time.

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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