Overview

The main client base is self employed with high net worth. We also manage a life insurance review and recommendation division that works with outside Financial Advisors.

We have open offices and would be interested in taking in another advisor to our firm or leasing office space.

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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