Overview

We are a family-owned financial services practice in Miami, FL with over 35 years in the industry. While our practice today is largely insurance and annuity-based, we are also quickly growing a fee-based advisory practice and this is an additional focus of ours with a Notre Dame MBA, CFA charterholder, and our own RIA.

We are looking to partner with other advisors in the tri-county area that may be interested in working with and eventually transitioning their practice to a team with deep South Florida ties, a high level of service, and an eye for building a multi-generational practice.


Last Activity
today
Listing Updated
Dec. 21, 2023

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