Overview

My Business is mostly made up of Retirement Plan advisory work that is starting to move into wealth management. I am looking to grow my business through growth and acquisitions. I would also be open to merging with the right partner(s) should that possibility arise.

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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