Overview

I have over 20+ yrs. in financial services, 11+ yrs as an independent firm. We provide family office style services to our clients inclusive of standard financial, estate, insurance, and business planning. Our practice is 95% discretionary fee based. We are an independent firm and are looking for growth opportunities. Please contact ___ for inquiries.

Market
RIA
Member Level
Basic
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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