Overview

I am looking to either buy or merge with another practice. Great growth the last 5 years and looking to take it to another level. We do Financial Planning and Wealth Management. We have proprietary 5 step process when we work with the client. We do a lot of marketing and looking for someone to help with the meetings.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...