Overview

I'm aggressively looking to grow our business through acquisition. We have a unique client experience model with many processes developed that can accommodate multiple levels of advisory relationships. Our focus is on clients who want to be financial independent and have a strong desire to make progress towards independence. We have financing options and are flexible with advisor and client transitions. We have open architecture with our services and accommodate virtually any model. Our hope for this services is to find like minded advisors, who want their clients to be cared for many years.

Market
Advisor/RIA
Member Level
Basic
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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