Overview

I operate two office locations and provide both financial planning services and full accounting and tax preparation services. WE serve individuals and businesses. I am looking to expand and am looking for opportunities to acquire an additional book of business.

Market
Advisor/RIA
Last Activity
6 months or more

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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