Overview

My existing practice is composed of investment clients, individual and small business tax returns and bookkeeping services - and I would be interested in adding additional clients and revenues to my existing book of clients. We have an ideal location in West Des Moines and would prefer to continue to office in this location. Interested in connecting to other practitioners who are interested in phasing out of their practice and wish to partner with a like-minded professional in this process.

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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CRM Systems

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Resources
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