Overview

I've been in financial planning /investment advising for over 27 years and i'm still young and have another 20 years to go. i'm very creative in succession planning and have bought out 3 older practices with no issues or losses. The previous owners are still friends and clients, so i think that speaks for itself. if you are thinking to retire and wonder what to do or how it can be setup - Contact Me and lets have a coffee and discuss. Don't let your practice suffer and shrink because you don't have a plan!!
Your clients and friends who are clients will thank you for taking care of them.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...