Overview

Financial Advisory practice offering comprehensive financial planning and advice with a focus on clients preparing for and living in retirement. LLC partnership structure -- husband and wife team. Plan to be in business several years and would consider buying a practice and longer term identifying a successor team for the practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,295 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...