Overview

Growing 4-person independent full-service financial services hybrid practice (Commission-Based Investments/Insurance/IAR), in business 10+ years, searching for acquisitions/possible merger with another independent firm. Primary markets served are Kitsap, Pierce and Thurston Counties. Client base has been primarily 60+ age range, but new marketing strategies implemented are growing a strong 30-50 YO client base.

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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CRM Systems

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Resources
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