Overview

After 30 years in practice, our two person team is looking at reducing our work load by selling our Cape Cod area clients and gradually reducing our book. Most of these clients are in variable annuities with a trail. We intend to also transition our other clients in MA,NH, CT, NY after five years.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...