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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,203 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...