Overview

We are an independent RIA and have been in business for 20 years. We have a strong Managed Money business, and also a strong retirement plan consulting business, with over 110 plans. We also do about 20 fee based financial plan per year. We are looking to grow assets, and people.

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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Resources
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