Overview

We are a financial planning and comprehensive wealth management firm. We use Emoney planning software for planning, & Redtail as our CRM. We are a fast growing firm and we offer a high level of service and low expense professional portfolio management. Our model is built and we are looking to acquire practices to accelerate our rapid organic growth.

Market
Advisor/RIA
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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