Overview

We are a financial planning/Investment Advisory firm managing over 360 Million in Assets. We are on an aggressive growth path both organically as well as through acquisition/merger. We already successfully acquired 4 practices from 2014 to 2019. We have the ability to purchase a practice without seller financing.

We also have a thriving tax practice with a CPA and team of three others managing a growing client base. Our tax practice is also growing organically and looking for acquisition opportunities.

Our Insurance division also is a thriving practice looking for acquisition opportunities as well.

We are open to any conversations that would mutually benefit all parties.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...