Overview

We are actively looking for opportunities to purchase a practice from advisors nearing retirement. We focus on comprehensive financial planning with our clients and primarily utilize mutual funds in fee-based accounts. We also use variable annuities and occasionally indexed annuities to provide guarantees to our clients.

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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