Overview

We are a place where our clients are first our friends. We service individuals to small business. Our services include bookkeeping, taxes, insurance, medical insurance and group plans for business, budgeting and retirement planning. I am an enrolled agent, CFP and Insurance licensed. I am looking to increase my AUM and tax business.

Market
Advisor/RIA
Last Activity
within 2 months

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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