Overview

Large practice with 95% of the client base in Massachusetts. Remainder in and 13 other states.

The potential buyer has to be a CFP with at least 10 years of experience in the financial services industry.

Hold an insurance license, and be able to do all lines of insurance except property and casualty.

Last Activity
this week
Listing Age
677 days old

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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