Overview

Dual registered financial planning focused firm. I am interested in connecting with advisors that have an interest in joining, merging, selling, or establishing a succession plan. We are able to offer flexibility in the type of practice you would like to run and a 90% grid. I have offices in Okemos, Northville, and Flint Twp.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...