Overview

My CPA partner and I are looking to add people to my team and acquiring books of business. We lead with financial planning and have a focus on professionals and business owners. 25% of our book is corporate retirement plans and designing executive compensation. (401k, Pensions, NQ, etc.)

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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