Overview

We are full service financial and insurance advisory firm. We do financial planning and all that it entails, 401K's, group benefits, ancillary lines, home and auto, Medicare, and individual medical. There are 14 full time brokers and advisors with 6 full time service staff members. We each have our own specialties and cross sell to help grow our business as a whole. We believe we are the consumers advocates and pride ourselves on our strong client relations. We are looking to expand our operations, we are looking for opportunities to do so with either acquisitions or mergers.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...