Overview

Looking to expand independent practice buy purchasing an existing book of business in the Greater Pittsburgh area. Seeking fee and commission based inquiries. My priority is always client first and the relationships I build, not the income I make. I will service all clients with the same level of care you would to ensure a smooth transition.

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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Technology Solutions

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CRM Systems

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Resources
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