Overview

We are a Wealth Management company providing asset management, annuities, and insurance products for retirement planning. We are looking to purchase or merge for succession a book of business from a Financial Advisor planning retirement in the next 5 years in Indiana or Ohio. We are open minded and willing to discuss all options to fit the plans of another Financial Advisor retiring in the coming years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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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Insurance Business

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