Overview

I am with a fee based firm working primarily with pre-retirees and retirees. We have systems in place to maximize SocIal Security and integrate into full retirement & income plan. We focus primarily on the fee based side of the business.

Looking to partner with an established advisor as advisor is looking to phase out of financial services or cut back significantly over time.

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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Insurance Business

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Resources
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