Overview

I am seeking to acquire a practice only if it is local to my area and only if it is a good fit. We offer wealth management services for our clients, we charge a fee for the planning work and are primarily fee-based. We provide a very high touch client experience.

Market
Advisor/RIA
Member Level
Basic
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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