Overview

We are a boutique firm offering employee benefits, retirement plan services, wealth management, and tax and accounting. We have a team of 15 associates across offices in NY, NJ, and FL. We are looking for acquisitions across the entire spectrum of services we offer.

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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