Overview

I'm a younger advisor in the business looking to expand the rate of growth of my practice. Currently, I have been moving more into the fee-based financial planning space, but have significant experience with Life Insurance, Annuities, Property and Casualty, Disability, Managed accounts, and all other facets of this business. I am interested in buying practices, or merging with the intent to succeed an advisor who is looking to transition into retirement. My firm is a full services firm with the resources to meet any client need regardless of circumstance.

Last Activity
6 months or more

Business Data

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Resources
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