Overview

We run a very efficient and scalable practice focusing on financial planning and portfolio management. We also have 8-10 retirement plans including a large $100 Million plus plan. Experience in the government sector as well. We believe we can transition your practice to our model and grow overall revenue. We are sure we will learn from your business as well.

Market
Advisor/RIA
Member Level
Basic
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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