Overview

We are a needs based financial advisory firm. We assist all areas of our clients needs, including: managed money, real-estate, insurance, alternative investments, etc.

We are looking to add to our growing business by purchasing existing books of business.

No book is to small or large to discuss a deal.

We are also willing to purchase business in different geographical locations throughout Florida.

Last Activity
within 6 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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Resources
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