Overview

Successful financial planning firm in Northern California seeking to potentially merge with or sell to like minded firm for growth and continuity planning. We are an independent firm focusing on comprehensive planning for our clients who are mostly in or near retirement. We pride ourselves in providing "gold-medal" service to our clients, focusing on all aspects of their financial lives.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...