Overview

We are small producing TPA that specializes in qualified plans, business owner planning and employee benefits.
We use Schwab Institutional, Lincoln, John Hancock and Trust Company of America as platforms.

We are searching for other advisors that enjoy and have extensive experience in qualified plans and want to pursue working with business and practice owners. We are very focused and specialized. A general wealth or investment focus is not a good fit. If there is a fit, we would entertain partnering up or transitioning in an advisor.

Gary
___


Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...