Overview

I am looking to acquire a business from someone looking to retire or wind down.
I have been in the business for 25 years.
Clean ___ customer ___ on customer service.
Firm is privately owned....I am a senior partner within the organization with a team of associates.
Offices in Midtown Manhattan, Long Island, New Jersey, and West Palm Beach.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...