Overview

We are a financial planning firm looking to grow our business by acquiring smaller books of business. We have a team in place and are focusing on buying books of business from advisors that know their books are worth something but at the same time don't want to spend the time to build the book to a point that can support a family.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...