Overview

Looking to grow by finding the right kind of practices to acquire. Also have interest in potentially bringing on a lead advisor from another firm or current firm to help grow the practice and who could also merge assets as well. We focus heavily on leading with a financial plan for all of our clients and helping the grow more financially secure and accomplish their objectives.

Market
Advisor/RIA
Member Level
Basic
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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