Overview

Comprehensive Planning firm offering tax, estate, investment management, business consulting and succession planning. We are a recruiting OSJ and have offices in several states. Looking for firms that wish to Sell or have a compliance back office, with a succession plan that protects their value and maintains client retention. We will help you build your practice or sell your practice. If you need to have a few years to transition, we can help with that also.

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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