Overview

Excellent reputation. Community focus. Legacy Planning and services strong expertise.
Seeking solo or multi professional retirement planning focused office for purchase or merger located Georgia, Alabama or South Carolina within 200 miles of north Atlanta. Also, insurance agency with 401k, etc. plans for sale, but keeping agency.
All inquires absolutely confidential.
Thank you!

Market
Advisor/RIA
Last Activity
within 2 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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