Overview

we are a independent full service financial services firm (securities and insurance licensed) working with clients on all aspects of their financial needs (investments, insurance, mortgages, medicare, estate planning). We are looking to purchase books of business focused on either securities or insurance.

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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