Overview

Independent fee-based planning firm that works with small business owners, busy professionals, and retirees.

Portfolio creation/management and Retirement Planning is the focus, using NTF mutual funds, ETF's, and some individual stocks in customized portfolios.

Looking to grow organically/purchase a book of business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 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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Technology Solutions

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CRM Systems

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