Overview

We are Two Partners that Have Been in The Financial Services Business for 25 years
We are looking to Buy or Merge with an existing Practice; helping a Senior Partner who is looking to retire immediately or over the next couple of years.

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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Technology Solutions

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Resources
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