Overview

Our office is in a high growth mode and is looking for those advisors wanting to to sell their practice while they head into retirement. We currently have four advisors, average age 40 who all specialize in financial planning, investments, annuities, and insurance. We work with all households including workplace retirement plans.

Most our business is fee-based and includes all-inclusive services where nearly all our clients have our personal cell phones. We put our clients first, work closely with the whole household and help them towards their goals.

If you're looking to sell your practice, our transition teams and back office support will not disappoint. Please call me to discuss what would make it easiest for you and your valued clients!

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...