Overview

Looking to acquire financial advisory practices in the Westchester/Putnam/Rockland and surrounding areas. We are a full-service, high-touch advisory practice focused on retirement distribution planning and wealth transfer.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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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