Overview

We are looking to buy/merge books of business. We currently offer, comprehensive financial planning inclusive of wealth management, insurance, estate planning with attorneys on staff, and tax planning and filing with CPAs/accountants on staff. We have our own independent SEC RIA. We have a team-based approach with some very talented experienced as well as young team members.

Market
RIA
Member Level
Premier
Last Activity
within 2 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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