Overview

I'm interested in buying, succession or merging financial firms. We focus on serving the holistic client financial needs through integrated insurance and investments planning. Life, Health, DI, DOE, LTC, Annuities, Group Plans, Qualified & Non Qualified plans, IRA, ROTH, MF's, Capital Management/Distribution, Business Valuation, Business Succession, Financial planning & Education. We are sensitive to your relationships with your clients & would work with you to make a simple transition. If it is starting from the beginning with a prospect, to making them a client to managing existing/inherited client assets we put their interests first & work from inside out comprehensively for their benefit.

Thank You,
Jon Hart, CLTC
___-___-____

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...