Overview

Financial planning and wealth management focused on small business owners, wealth preservation and generational planning. I am searching to identify practices for sale interested in finding the right team for their clients and possiblly identify partners for mergers. I am also interested in adding an accountant or accounting practice that values comorehensive financial planning.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...