Overview

Financial Planning firm looking to grow by acquiring other firms that are looking to sell their book of business. We specialize in offering financial planning services for a fee, developing retirement income plans and guidance in various estate planning techniques. The strength of our business comes from developing strong client relationships that allow us to manage wealth from generation to generation.

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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Resources
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