Overview

We are a boutique independent financial planning firm and insurance brokerage located in Manhattan with over 22 years of experience. The principal of the firm is an independent CFP and OSJ with reputable national Broker-Dealer. We are looking for some who is interested in merging with us to ensure a smooth transition for your clientele.

Last Activity
6 months or more

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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