Overview

We are an RIA that has been selective with adding clients so that we can maintain a close connection and build a high profit firm. We are heavy on the planning, including cash flow, tax, retirement, Social Security, etc. We are interested in acquiring smaller firms that have the same philosophy and would want us to take care of their clients in the same manner that they did.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...