Overview

We are a comprehensive financial planning firm that focuses on overall financial wellness. We are looking to acquire/merge with an existing practice so that we can provide some scale. We are converting our practice to a more fee-based model but will still offer some commissionable products when appropriate.

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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