Overview

I seek to buy a practice and/or provide a succession solution. My business is primarily fee-based providing both financial planning and investment advice including implementation. I also have a specialty in Medicare and Social Security. I am a CFP® Practitioner and an AIF®, Accredited Investment Fiduciary.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Resources
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