Overview

My business is mostly a fee based financial planning practice. We also use annuities, managed stock portfolios, and alternatives as satellite accounts to our core tactical process. I'm looking for smaller, local businesses interested in a short term merge/buyout. I want to grow responsibly/locally and have at least 20+ years until retirement. My primary focus on financial planning and meaningful client relationships.

Last Activity
within 4 months

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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