Overview

Comprehensive fee based financial planning and asset management. Our practice is largely made up of individuals in the 50 plus age bracket. We use proprietary software for retirement planning, and we are looking to add quality clients to our practice, and purchase a book of business that is primarily fee based.

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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