Overview

I have a holistic wealth management and tax preparation business. I have recently expanded my office into a new completely refurbished building with room to expand. Could take on another 5-6 employees with the acquisition and/or merger of another financial planning (and/or tax practice).

Last Activity
2 weeks

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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