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.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...