Overview

We are a comprehensive financial planning and wealth management firm serving retirees and people within seven years of retirement. We have a buy and hold philosophy of investing and are committed to flexibility and lower expense charges in client portfolios. We are looking for a like-minded continuity partner or a buyer interested in a "sell and stay" merger arrangement.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...