Overview

We run a concierge financial planning practice that focuses on managing the balance sheet of our individual, family and institutional relationships. We are looking to enhance the scale of our practice by purchasing a book of business and partnering with the owner of that business to make their transition into retirement as easy as possible.

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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