Overview

Over 20 years of experience in the planning and asset management business. Our firm was built on teaching Christian financial stewardship principles in church's and other venues. We are looking to grow through the addition of like minded professionals and the strategic purchase of successful wealth management practices.

Last Activity
within 4 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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CRM Systems

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