Overview

Financial Planning practice offering fee based financial and strategic planning, investments and insurance solutions.
Researching the market to better understand opportunities with the intent to grow business through purchase, acquisition or merger but only under the right conditions.
OSJ with 30 years looking for strategic relationships that could include mentoring, collaboration, growth and development in a low key environment. Quality of life dynamics are more important than high growth.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
1,174 days old

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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