Overview

CFP led practice with an established team that has capacity to take care of your best clients. Financial planning is essential to our process, and we emphasize a great client experience so that we can grow from referrals. We would prefer to have hands-on client interactions and engagement rather than more passive client relationships.

We are looking to grow through acquiring local practices where the retiring advisor wants their clients handled with care and with a personal touch.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...