Overview

We are interested in purchasing or potentially merging. We have brought in approx. $130 million in AUM in the last 10 mths. A team approach including: J.D., CFP, 2-RICP, CLU, CRPS.
Extensive experience with: Personal Wealth Mgmt. / Company Retirement Plans / Insurance / more.
___-___-____ Cell ~ Bryan M. Farwell

Last Activity
6 months or more

Business Data

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