Overview

I have a comprehensive planning practice with my clients that focuses on long term goals and managed accounts. I focus on consistent communications and meetings with clients to keep their goals in front of mind and to help them stay on track. I am looking to acquire other practices that have a solid service model with their clients, as well as a focus towards fee based account management.

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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CRM Systems

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Resources
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