Overview

We currently have 100 financial planning clients and 22 business for full employee benefits. I would consider accumulating additional accounts and eventually prepare the practice to be sold in 9 years. I would like my information held confidential and not contacting my office directly. I have been in business for 24 years.

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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CRM Systems

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