Overview

***Building an independent financial practice through a niche 403b market, with access to over 200 school district's in the State of NJ through an independent channel. YOU CAN TOO! We both agree there is an opportunity to expand through M&A, especially in this low rate environment--will we be a good fit?

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Continue your standard business practices--whether it be insurance related, securities related, fee based or commission based.

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Additionally, we offer 401k solutions to small and mid-sized businesses (if that is in your wheel house).

**Open to a friendly conversation, but I do not have any desire to switch BDs.

*Experienced buyer

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,219 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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