Overview

We are a specialty life insurance based agency focusing on Executive Compensation and Retirement Plan solutions for primarily IT Services companies. We have a growing demand for financial planning and asset management services organically emerging from our expanding client list. We are focused on building an RIA solution to meet the emerging demand for both Financial Planning and Asset Management services

Last Activity
6 months or more

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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