Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Orland Park, IL, US
Profile Type
Buyer | Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$43,000,000.00
Gross Revenue
$400,000.00
# of Accounts
180
Avg Client Age
60
Overview

We provide comprehensive planning for clients. Given the changes that are occurring in the financial industry today, we are looking to expand and grow the practice and serve those clients who do not receive adequate advice. We are client first focused and at the present time the products we utilize to meet client strategies are mutual funds, UIT's, alternatives, annuities and insurance. Our current strategies with clients range from sustainable cash flow to growing clients assets.

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Mutual Funds

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