Overview

My business mix consists of Financial Planning, Wealth Management (mostly managed accounts and some annuities, individual Life and Long-Term Care Insurance as well as retirement plans (mostly 401(k)'s and 403(b)'s). I have also have an Employee Benefits practice consisting of Medical Insurance, Dental Insurance, Group Life/AD&D, STD and LTD.

I am looking to purchase practices.

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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