Overview

We are a financial advisory/ planning firm located in the Pittsburgh, Pa metro area. We would like to buy a practice in the Pittsburgh/Southwestern Pa area or be the receiver of an advisor that wants me/us to be his or her successor.

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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