Overview

Our team is comprised of talented and experienced professionals committed to building strong client relationships based on trust and personalized service. One of the partners is a Senior Vice President of the firm and the other partner is holding the CFP® designation. We are looking to acquire or merge with a like-minded business to continue to grow our wealth management and financial planning practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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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