Overview

We're looking to acquire financial advisor practices where the advisor can stay on for a few years or "cash out" and be done today. Our firm focuses on providing our clients with the highest level of service.
*Our firm was formed over 40 years ago.
*Our owner is a CFP with over 40 years of experience.
*Owner's son is an advisor so the second generation is in place.

If you're ready to sell, we're ready to buy. Let's chat today.

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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